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Integrated Wealth Counsel’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Integrated Wealth Counsel’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
2013
Q3 		– Sell
-500
Closed -$19K – 202
2013
Q2 		$19K Buy
+500
New +$18.1K 0.01% 139

Other funds holding KYN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IT
Independence Trust Franklin, Tennessee $90.5M AUM 24.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Integrated Wealth Counsel's KYN Position: Q3 2013 in Review

Integrated Wealth Counsel sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2013, closing a stake of 500 shares — an estimated $19K sold.

Integrated Wealth Counsel first reported a position in KYN in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 162 funds tracked by Wall St. Rank hold KYN as of Q3 2013.

  • Integrated Wealth Counsel reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 500 Kayne Anderson Energy Infrastructure Fund shares in Q3 2013, an estimated $19K.
  • Integrated Wealth Counsel first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's Kayne Anderson Energy Infrastructure Fund position peaked at $19K in Q2 2013.
  • 162 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2013.

Based on Integrated Wealth Counsel's 13F filing for Q3 2013, filed 1 Nov 2013.