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

Merriman 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
2022
Q4 		– Sell
-172,224
Closed -$1.22M – 220
2022
Q3 		$1.22M Buy
+172,224
New +$1.53M 0.08% 51

Other funds holding KYN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Merriman Wealth Management's KYN Position: Q4 2022 in Review

Merriman Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2022, closing a stake of 172,224 shares — an estimated $1.22M sold.

Merriman Wealth Management first reported a position in KYN in Q3 2022 and held it in 1 quarter. The position peaked at $1.22M in Q3 2022. 192 funds tracked by Wall St. Rank hold KYN as of Q4 2022.

  • Merriman Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 172,224 Kayne Anderson Energy Infrastructure Fund shares in Q4 2022, an estimated $1.22M.
  • Merriman Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2022 and held it in 1 quarter.
  • Merriman Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $1.22M in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2022.

Based on Merriman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.