Loring Wolcott & Coolidge Fiduciary Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q3	–	Sell	-429	Closed	-$4K	–	857
2021 Q2	$4K	Buy	+429	New	+$3.44K	﹤0.01%	765
2017 Q4	–	Sell	-895	Closed	-$16K	–	813
2017 Q3	$16K	Buy	+895	New	+$16.1K	﹤0.01%	524
2017 Q1	–	Sell	-557	Closed	-$11K	–	621
2016 Q4	$11K	Buy	+557	New	+$10.8K	﹤0.01%	524

Other funds holding KYN

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's KYN Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2021, closing a stake of 429 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KYN in Q4 2016 and held it in 3 quarters. The position peaked at $16K in Q3 2017. 157 funds tracked by Wall St. Rank hold KYN as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 429 Kayne Anderson Energy Infrastructure Fund shares in Q3 2021, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2016 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $16K in Q3 2017.
157 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.