KWMG
KYN icon

King Wealth Management Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

King Wealth Management Group’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
2017
Q2 		– Sell
-13,827
Closed -$290K – 129
2017
Q1 		$290K Buy
13,827
+174
+1% +$3.58K 0.12% 98
2016
Q4 		$267K Buy
13,653
+3,465
+34% +$67.1K 0.12% 103
2016
Q3 		$210K Buy
+10,188
New +$199K 0.1% 111
2015
Q4 		– Sell
-169,085
Closed -$3.92M – 109
2015
Q3 		$3.92M Sell
169,085
-1,535
-0.9% -$42.4K 2.41% 10
2015
Q2 		$5.24M Buy
170,620
+8,206
+5% +$280K 2.86% 8
2015
Q1 		$5.76M Sell
162,414
-5,407
-3% -$191K 3.33% 8
2014
Q4 		$6.41M Buy
167,821
+29,420
+21% +$1.14M 3.41% 6
2014
Q3 		$5.65M Buy
138,401
+8,668
+7% +$343K 3.54% 6
2014
Q2 		$5.11M Buy
129,733
+10,239
+9% +$382K 3.15% 6
2014
Q1 		$4.39M Buy
119,494
+166
+0.1% +$6.17K 3.02% 6
2013
Q4 		$4.76M Buy
119,328
+4,652
+4% +$171K 2.71% 8
2013
Q3 		$4.11M Buy
114,676
+2,296
+2% +$82.6K 2.68% 9
2013
Q2 		$4.37M Buy
+112,380
New +$4.08M 3.02% 9

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

King Wealth Management Group's KYN Position: Q2 2017 in Review

King Wealth Management Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2017, closing a stake of 13,827 shares — an estimated $290K sold.

King Wealth Management Group first reported a position in KYN in Q2 2013 and held it in 13 quarters. The position peaked at $6.41M in Q4 2014. 149 funds tracked by Wall St. Rank hold KYN as of Q2 2017.

  • King Wealth Management Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2017 after selling out during the quarter.
  • King Wealth Management Group sold 13,827 Kayne Anderson Energy Infrastructure Fund shares in Q2 2017, an estimated $290K.
  • King Wealth Management Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2013 and held it in 13 quarters.
  • King Wealth Management Group's Kayne Anderson Energy Infrastructure Fund position peaked at $6.41M in Q4 2014.
  • 149 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2017.

Based on King Wealth Management Group's 13F filing for Q2 2017, filed 14 Aug 2017.