Gradient Investments’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Gradient Investments’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 Q2	–	Sell	-38	Closed	-$380	–	1432
2024 Q1	$380	Buy	+38	New	+$343	﹤0.01%	1053
2018 Q4	–	Sell	-1,407	Closed	-$25K	–	1016
2018 Q3	$25K	Buy	+1,407	New	+$26.2K	﹤0.01%	456
2017 Q3	–	Sell	-6,597	Closed	-$124K	–	498
2017 Q2	$124K	Hold	6,597	–	–	0.01%	241
2017 Q1	$139K	Hold	6,597	–	–	0.01%	239
2016 Q4	$129K	Hold	6,597	–	–	0.01%	200
2016 Q3	$136K	Hold	6,597	–	–	0.01%	195
2016 Q2	$134K	Hold	6,597	–	–	0.01%	203
2016 Q1	$109K	Buy	6,597 +6,072	+1,157%	+$87.5K	0.01%	206
2015 Q4	$9K	Hold	525	–	–	﹤0.01%	413
2015 Q3	$12K	Buy	+525	New	+$14.5K	﹤0.01%	365

Other funds holding KYN

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's KYN Position: Q2 2024 in Review

Gradient Investments sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2024, closing a stake of 38 shares — an estimated $380 sold.

Gradient Investments first reported a position in KYN in Q3 2015 and held it in 10 quarters. The position peaked at $139K in Q1 2017. 220 funds tracked by Wall St. Rank hold KYN as of Q2 2024.

Gradient Investments reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 38 Kayne Anderson Energy Infrastructure Fund shares in Q2 2024, an estimated $380.
Gradient Investments first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2015 and held it in 10 quarters.
Gradient Investments's Kayne Anderson Energy Infrastructure Fund position peaked at $139K in Q1 2017.
220 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.