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Litman Gregory Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Litman Gregory Wealth Management’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
2018
Q2 		– Sell
-750
Closed -$12K – 139
2018
Q1 		$12K Buy
+750
New +$13.7K ﹤0.01% 138

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Litman Gregory Wealth Management's KYN Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2018, closing a stake of 750 shares — an estimated $12K sold.

Litman Gregory Wealth Management first reported a position in KYN in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 168 funds tracked by Wall St. Rank hold KYN as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 750 Kayne Anderson Energy Infrastructure Fund shares in Q2 2018, an estimated $12K.
  • Litman Gregory Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $12K in Q1 2018.
  • 168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.