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

Gupta 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
2016 Q1	$73K	Buy	+4,383	New	+$63.2K	0.02%	381

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

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

CBB

Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Gupta Wealth Management's KYN Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2016: 4,383 shares worth $73K. The stake represents 0.02% of the portfolio and ranks #381 among its holdings.

152 funds tracked by Wall St. Rank hold KYN as of Q1 2016.

Gupta Wealth Management held 4,383 shares of Kayne Anderson Energy Infrastructure Fund worth $73K as of Q1 2016.
Kayne Anderson Energy Infrastructure Fund was a new Gupta Wealth Management position in Q1 2016.
Kayne Anderson Energy Infrastructure Fund made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #381 holding.
152 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.