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Legacy Financial Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-284
Closed -$5K – 546
2019
Q1 		$5K Buy
+284
New +$4.46K ﹤0.01% 775

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
WF
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Legacy Financial Advisors's KYN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2019, closing a stake of 284 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in KYN in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 200 funds tracked by Wall St. Rank hold KYN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 284 Kayne Anderson Energy Infrastructure Fund shares in Q2 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $5K in Q1 2019.
  • 200 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.