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Grove Bank & Trust’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Grove Bank & Trust’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
2023
Q1 		– Sell
-1,700
Closed -$15K – 738
2022
Q4 		$15K Buy
+1,700
New +$14.7K ﹤0.01% 472

Other funds holding KYN

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

Grove Bank & Trust's KYN Position: Q1 2023 in Review

Grove Bank & Trust sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2023, closing a stake of 1,700 shares — an estimated $15K sold.

Grove Bank & Trust first reported a position in KYN in Q4 2022 and held it in 1 quarter. The position peaked at $15K in Q4 2022. 186 funds tracked by Wall St. Rank hold KYN as of Q1 2023.

  • Grove Bank & Trust reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 1,700 Kayne Anderson Energy Infrastructure Fund shares in Q1 2023, an estimated $15K.
  • Grove Bank & Trust first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2022 and held it in 1 quarter.
  • Grove Bank & Trust's Kayne Anderson Energy Infrastructure Fund position peaked at $15K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2023.

Based on Grove Bank & Trust's 13F filing for Q1 2023, filed 10 May 2023.