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Freedman Financial Associates’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Freedman Financial Associates’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
2021
Q2 		– Sell
-14,292
Closed -$102K – 481
2021
Q1 		$102K Hold
14,292
– – 0.08% 103
2020
Q4 		$82K Buy
+14,292
New +$76.6K 0.07% 113

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Freedman Financial Associates's KYN Position: Q2 2021 in Review

Freedman Financial Associates sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2021, closing a stake of 14,292 shares — an estimated $102K sold.

Freedman Financial Associates first reported a position in KYN in Q4 2020 and held it in 2 quarters. The position peaked at $102K in Q1 2021. 168 funds tracked by Wall St. Rank hold KYN as of Q2 2021.

  • Freedman Financial Associates reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 14,292 Kayne Anderson Energy Infrastructure Fund shares in Q2 2021, an estimated $102K.
  • Freedman Financial Associates first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2020 and held it in 2 quarters.
  • Freedman Financial Associates's Kayne Anderson Energy Infrastructure Fund position peaked at $102K in Q1 2021.
  • 168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2021.

Based on Freedman Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.