Intercontinental Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Intercontinental Wealth Advisors’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
2020 Q1	–	Sell	-900	Closed	-$12K	–	243
2019 Q4	$12K	Sell	900 -571	-39%	-$7.6K	0.01%	263
2019 Q3	$21K	Sell	1,471 -1,000	-40%	-$14.8K	0.01%	276
2019 Q2	$38K	Hold	2,471	–	–	0.02%	226
2019 Q1	$40K	Hold	2,471	–	–	0.02%	245
2018 Q4	$34K	Buy	+2,471	New	+$39.6K	0.02%	253

Other funds holding KYN

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

AFG

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

FFA

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

Intercontinental Wealth Advisors's KYN Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2020, closing a stake of 900 shares — an estimated $12K sold.

Intercontinental Wealth Advisors first reported a position in KYN in Q4 2018 and held it in 5 quarters. The position peaked at $40K in Q1 2019. 179 funds tracked by Wall St. Rank hold KYN as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 900 Kayne Anderson Energy Infrastructure Fund shares in Q1 2020, an estimated $12K.
Intercontinental Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $40K in Q1 2019.
179 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.