Icon Wealth Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-2,235	Closed	-$36K	–	492
2019 Q1	$36K	Buy	+2,235	New	+$35.1K	0.01%	429
2018 Q3	–	Sell	-2,235	Closed	-$42K	–	517
2018 Q2	$42K	Buy	+2,235	New	+$40.6K	0.02%	424
2018 Q1	–	Sell	-2,235	Closed	-$43K	–	513
2017 Q4	$43K	Buy	+2,235	New	+$36.8K	0.02%	450

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

SEIA

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Icon Wealth Partners's KYN Position: Q2 2019 in Review

Icon Wealth Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2019, closing a stake of 2,235 shares — an estimated $36K sold.

Icon Wealth Partners first reported a position in KYN in Q4 2017 and held it in 3 quarters. The position peaked at $43K in Q4 2017. 200 funds tracked by Wall St. Rank hold KYN as of Q2 2019.

Icon Wealth Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 2,235 Kayne Anderson Energy Infrastructure Fund shares in Q2 2019, an estimated $36K.
Icon Wealth Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $43K in Q4 2017.
200 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.