Gary Goldberg Planning Services’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$19K	Hold	500	–	–	0.01%	299
2014 Q3	$20K	Hold	500	–	–	0.01%	315
2014 Q2	$20K	Hold	500	–	–	0.01%	300
2014 Q1	$18K	Hold	500	–	–	0.01%	287
2013 Q4	$20K	Hold	500	–	–	0.01%	251
2013 Q3	$18K	Hold	500	–	–	0.01%	256
2013 Q2	$19K	Buy	+500	New	+$18.1K	0.01%	248

Other funds holding KYN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCA

Hillview Capital Advisors Wayne, Pennsylvania $18.8M AUM 1.7% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independence Trust Franklin, Tennessee $90.5M AUM 24.36% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SFM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Gary Goldberg Planning Services's KYN Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q4 2014 at 500 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #299.

Gary Goldberg Planning Services first reported a position in KYN in Q2 2013 and has held it in 7 quarters since. The position peaked at $20K in Q3 2014. 194 funds tracked by Wall St. Rank hold KYN as of Q4 2014.

Gary Goldberg Planning Services held 500 shares of Kayne Anderson Energy Infrastructure Fund worth $19K as of Q4 2014.
Gary Goldberg Planning Services left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q4 2014.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #299 holding.
Gary Goldberg Planning Services first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Kayne Anderson Energy Infrastructure Fund position peaked at $20K in Q3 2014.
194 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.