Gilliland Jeter Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Gilliland Jeter Wealth Management’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
2024 Q4	–	Sell	-8,797	Closed	-$96.8K	–	430
2024 Q3	$96.8K	Buy	8,797 +151	+2%	+$1.6K	0.03%	224
2024 Q2	$89.3K	Buy	8,646 +161	+2%	+$1.59K	0.03%	225
2024 Q1	$84.9K	Buy	+8,485	New	+$76.7K	0.03%	233

Other funds holding KYN

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Gilliland Jeter Wealth Management's KYN Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2024, closing a stake of 8,797 shares — an estimated $96.8K sold.

Gilliland Jeter Wealth Management first reported a position in KYN in Q1 2024 and held it in 3 quarters. The position peaked at $96.8K in Q3 2024. 240 funds tracked by Wall St. Rank hold KYN as of Q4 2024.

Gilliland Jeter Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 8,797 Kayne Anderson Energy Infrastructure Fund shares in Q4 2024, an estimated $96.8K.
Gilliland Jeter Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2024 and held it in 3 quarters.
Gilliland Jeter Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $96.8K in Q3 2024.
240 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.