Mid Atlantic Financial Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Mid Atlantic Financial 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
2020 Q3	–	Sell	-22,947	Closed	-$121K	–	780
2020 Q2	$121K	Buy	22,947 +2,600	+13%	+$13.8K	0.01%	687
2020 Q1	$74K	Buy	20,347 +3,200	+19%	+$34.6K	0.01%	644
2019 Q4	$239K	Buy	17,147 +3,050	+22%	+$40.6K	0.02%	593
2019 Q3	$204K	Buy	+14,097	New	+$209K	0.02%	613

Other funds holding KYN

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RJA

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

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Mid Atlantic Financial Management's KYN Position: Q3 2020 in Review

Mid Atlantic Financial Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2020, closing a stake of 22,947 shares — an estimated $121K sold.

Mid Atlantic Financial Management first reported a position in KYN in Q3 2019 and held it in 4 quarters. The position peaked at $239K in Q4 2019. 164 funds tracked by Wall St. Rank hold KYN as of Q3 2020.

Mid Atlantic Financial Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
Mid Atlantic Financial Management sold 22,947 Kayne Anderson Energy Infrastructure Fund shares in Q3 2020, an estimated $121K.
Mid Atlantic Financial Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2019 and held it in 4 quarters.
Mid Atlantic Financial Management's Kayne Anderson Energy Infrastructure Fund position peaked at $239K in Q4 2019.
164 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.