Lindbrook Capital’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Lindbrook Capital’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
2025 Q1	–	Sell	-400	Closed	-$5.08K	–	2872
2024 Q4	$5.08K	Hold	400	–	–	﹤0.01%	1979
2024 Q3	$4.4K	Hold	400	–	–	﹤0.01%	2060
2024 Q2	$4.13K	Sell	400 -5,000	-93%	-$49.4K	﹤0.01%	2089
2024 Q1	$54.1K	Hold	5,400	–	–	0.01%	759
2023 Q4	$47.4K	Hold	5,400	–	–	﹤0.01%	770
2023 Q3	$45.4K	Hold	5,400	–	–	0.01%	729
2023 Q2	$44K	Hold	5,400	–	–	﹤0.01%	759
2023 Q1	$46.7K	Hold	5,400	–	–	0.01%	723
2022 Q4	$46.2K	Hold	5,400	–	–	0.01%	728
2022 Q3	$44K	Hold	5,400	–	–	0.01%	688
2022 Q2	$45K	Hold	5,400	–	–	0.01%	689
2022 Q1	$50K	Buy	5,400 +5,000	+1,250%	+$42.5K	0.01%	680
2021 Q4	$3K	Buy	+400	New	+$3.27K	﹤0.01%	1671
2019 Q3	–	Sell	-100	Closed	-$1K	–	1484
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	1340
2019 Q1	$1K	Hold	100	–	–	﹤0.01%	1321
2018 Q4	$1K	Buy	+100	New	+$1.6K	﹤0.01%	1276

Other funds holding KYN

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Lindbrook Capital's KYN Position: Q1 2025 in Review

Lindbrook Capital sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2025, closing a stake of 400 shares — an estimated $5.08K sold.

Lindbrook Capital first reported a position in KYN in Q4 2018 and held it in 16 quarters. The position peaked at $54.1K in Q1 2024. 236 funds tracked by Wall St. Rank hold KYN as of Q1 2025.

Lindbrook Capital reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 400 Kayne Anderson Energy Infrastructure Fund shares in Q1 2025, an estimated $5.08K.
Lindbrook Capital first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2018 and held it in 16 quarters.
Lindbrook Capital's Kayne Anderson Energy Infrastructure Fund position peaked at $54.1K in Q1 2024.
236 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.