Francis L. Coolidge’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Francis L. Coolidge’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$112K	Buy	+2,875	New	+$104K	0.14%	123

Other funds holding KYN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independence Trust Franklin, Tennessee $90.5M AUM 24.37% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

SFM

Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Francis L. Coolidge's KYN Position: Q2 2013 in Review

Francis L. Coolidge opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2013: 2,875 shares worth $112K. The stake represents 0.14% of the portfolio and ranks #123 among its holdings.

156 funds tracked by Wall St. Rank hold KYN as of Q2 2013.

Francis L. Coolidge held 2,875 shares of Kayne Anderson Energy Infrastructure Fund worth $112K as of Q2 2013.
Kayne Anderson Energy Infrastructure Fund was a new Francis L. Coolidge position in Q2 2013.
Kayne Anderson Energy Infrastructure Fund made up 0.14% of Francis L. Coolidge's portfolio in Q2 2013, its #123 holding.
156 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2013.

Based on Francis L. Coolidge's 13F filing for Q2 2013, filed 7 Aug 2013.