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

Modera 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 Q3	–	Sell	-10,000	Closed	-$81.4K	–	568
2023 Q2	$81.4K	Buy	+10,000	New	+$82.4K	﹤0.01%	551

Other funds holding KYN

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Modera Wealth Management's KYN Position: Q3 2023 in Review

Modera Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2023, closing a stake of 10,000 shares — an estimated $81.4K sold.

Modera Wealth Management first reported a position in KYN in Q2 2023 and held it in 1 quarter. The position peaked at $81.4K in Q2 2023. 183 funds tracked by Wall St. Rank hold KYN as of Q3 2023.

Modera Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2023 after selling out during the quarter.
Modera Wealth Management sold 10,000 Kayne Anderson Energy Infrastructure Fund shares in Q3 2023, an estimated $81.4K.
Modera Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2023 and held it in 1 quarter.
Modera Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $81.4K in Q2 2023.
183 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.