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Global Retirement Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Global Retirement Partners’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
2022
Q4 		– Sell
-1,830
Closed -$16K – 3060
2022
Q3 		$16K Buy
+1,830
New +$16.3K ﹤0.01% 1487

Other funds holding KYN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Global Retirement Partners's KYN Position: Q4 2022 in Review

Global Retirement Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2022, closing a stake of 1,830 shares — an estimated $16K sold.

Global Retirement Partners first reported a position in KYN in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 192 funds tracked by Wall St. Rank hold KYN as of Q4 2022.

  • Global Retirement Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 1,830 Kayne Anderson Energy Infrastructure Fund shares in Q4 2022, an estimated $16K.
  • Global Retirement Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2022 and held it in 1 quarter.
  • Global Retirement Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $16K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.