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

MinichMacGregor 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
2023
Q1 		– Sell
-4,000
Closed -$34.2K – 383
2022
Q4 		$34.2K Buy
+4,000
New +$34.7K 0.01% 224

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
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

MinichMacGregor Wealth Management's KYN Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2023, closing a stake of 4,000 shares — an estimated $34.2K sold.

MinichMacGregor Wealth Management first reported a position in KYN in Q4 2022 and held it in 1 quarter. The position peaked at $34.2K in Q4 2022. 186 funds tracked by Wall St. Rank hold KYN as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 4,000 Kayne Anderson Energy Infrastructure Fund shares in Q1 2023, an estimated $34.2K.
  • MinichMacGregor Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $34.2K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.