Mariner Wealth Advisors (Cincinnati)’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	–	Sell	-410,350	Closed	-$7.74M	–	277
2017 Q2	$7.74M	Buy	410,350 +37,323	+10%	+$721K	0.54%	58
2017 Q1	$7.83M	Buy	373,027 +56,271	+18%	+$1.16M	0.56%	55
2016 Q4	$6.2M	Buy	316,756 +16,136	+5%	+$312K	0.48%	61
2016 Q3	$6.2M	Buy	300,620 +20,790	+7%	+$406K	0.53%	59
2016 Q2	$5.7M	Buy	279,830 +7,740	+3%	+$140K	0.51%	60
2016 Q1	$4.51M	Sell	272,090 -26,466	-9%	-$381K	0.44%	58
2015 Q4	$5.16M	Buy	+298,556	New	+$5.94M	0.5%	56

Other funds holding KYN

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

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

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

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

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s KYN Position: Q3 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2017, closing a stake of 410,350 shares — an estimated $7.74M sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in KYN in Q4 2015 and held it in 7 quarters. The position peaked at $7.83M in Q1 2017. 145 funds tracked by Wall St. Rank hold KYN as of Q3 2017.

Mariner Wealth Advisors (Cincinnati) reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2017 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 410,350 Kayne Anderson Energy Infrastructure Fund shares in Q3 2017, an estimated $7.74M.
Mariner Wealth Advisors (Cincinnati) first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2015 and held it in 7 quarters.
Mariner Wealth Advisors (Cincinnati)'s Kayne Anderson Energy Infrastructure Fund position peaked at $7.83M in Q1 2017.
145 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2017, filed 13 Nov 2017.