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HBC Financial Services’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

HBC Financial Services’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
Q3 		– Sell
-5,000
Closed -$52K – 184
2024
Q2 		$52K Buy
+5,000
New +$49.4K 0.03% 73

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $1.09B AUM 23.97% 1-Year Est. Return

HBC Financial Services's KYN Position: Q3 2024 in Review

HBC Financial Services sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2024, closing a stake of 5,000 shares — an estimated $52K sold.

HBC Financial Services first reported a position in KYN in Q2 2024 and held it in 1 quarter. The position peaked at $52K in Q2 2024. 226 funds tracked by Wall St. Rank hold KYN as of Q3 2024.

  • HBC Financial Services reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2024 after selling out during the quarter.
  • HBC Financial Services sold 5,000 Kayne Anderson Energy Infrastructure Fund shares in Q3 2024, an estimated $52K.
  • HBC Financial Services first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2024 and held it in 1 quarter.
  • HBC Financial Services's Kayne Anderson Energy Infrastructure Fund position peaked at $52K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2024.

Based on HBC Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.