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James Investment Research’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

James Investment Research’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
Q2 		– Sell
-407
Closed -$1K – 473
2020
Q1 		$1K Buy
+407
New +$4.4K ﹤0.01% 456

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

James Investment Research's KYN Position: Q2 2020 in Review

James Investment Research sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2020, closing a stake of 407 shares — an estimated $1K sold.

James Investment Research first reported a position in KYN in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 164 funds tracked by Wall St. Rank hold KYN as of Q2 2020.

  • James Investment Research reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
  • James Investment Research sold 407 Kayne Anderson Energy Infrastructure Fund shares in Q2 2020, an estimated $1K.
  • James Investment Research first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2020 and held it in 1 quarter.
  • James Investment Research's Kayne Anderson Energy Infrastructure Fund position peaked at $1K in Q1 2020.
  • 164 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2020.

Based on James Investment Research's 13F filing for Q2 2020, filed 24 Jul 2020.