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Milestone Investment Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Milestone Investment 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
2023
Q2 		– Sell
-320
Closed -$2.77K – 282
2023
Q1 		$2.77K Buy
+320
New +$2.8K ﹤0.01% 352

Other funds holding KYN

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Investment Advisors's KYN Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2023, closing a stake of 320 shares — an estimated $2.77K sold.

Milestone Investment Advisors first reported a position in KYN in Q1 2023 and held it in 1 quarter. The position peaked at $2.77K in Q1 2023. 192 funds tracked by Wall St. Rank hold KYN as of Q2 2023.

  • Milestone Investment Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 320 Kayne Anderson Energy Infrastructure Fund shares in Q2 2023, an estimated $2.77K.
  • Milestone Investment Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $2.77K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.