Money Concepts Capital’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Money Concepts Capital’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	-532	Closed	-$4.55K	–	1827
2022 Q4	$4.55K	Buy	+532	New	+$4.61K	﹤0.01%	2391
2022 Q2	–	Sell	-532	Closed	-$5K	–	2103
2022 Q1	$5K	Buy	+532	New	+$4.52K	﹤0.01%	2206

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

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

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

Money Concepts Capital's KYN Position: Q1 2023 in Review

Money Concepts Capital sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2023, closing a stake of 532 shares — an estimated $4.55K sold.

Money Concepts Capital first reported a position in KYN in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 186 funds tracked by Wall St. Rank hold KYN as of Q1 2023.

Money Concepts Capital reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 532 Kayne Anderson Energy Infrastructure Fund shares in Q1 2023, an estimated $4.55K.
Money Concepts Capital first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Kayne Anderson Energy Infrastructure Fund position peaked at $5K in Q1 2022.
186 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.