Patriot Financial Group Insurance Agency’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Patriot Financial Group Insurance Agency’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 Q4	–	Sell	-699	Closed	-$3K	–	1925
2020 Q3	$3K	Buy	+699	New	+$3.33K	﹤0.01%	1375
2019 Q4	–	Sell	-205	Closed	-$3K	–	1383
2019 Q3	$3K	Hold	205	–	–	﹤0.01%	1029
2019 Q2	$3K	Hold	205	–	–	﹤0.01%	1047
2019 Q1	$3K	Hold	205	–	–	﹤0.01%	953
2018 Q4	$3K	Hold	205	–	–	﹤0.01%	793
2018 Q3	$4K	Buy	+205	New	+$3.83K	﹤0.01%	780
2018 Q2	–	Sell	-205	Closed	-$3K	–	782
2018 Q1	$3K	Hold	205	–	–	﹤0.01%	827
2017 Q4	$4K	Buy	205 +5	+3%	+$82	﹤0.01%	773
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	739
2017 Q2	$4K	Hold	200	–	–	﹤0.01%	722
2017 Q1	$4K	Hold	200	–	–	﹤0.01%	672
2016 Q4	$4K	Buy	+200	New	+$3.87K	0.01%	605

Other funds holding KYN

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

Quantedge Capital Singapore $132M AUM 56.43% 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

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

RJA

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KYN Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2020, closing a stake of 699 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in KYN in Q4 2016 and held it in 12 quarters. The position peaked at $4K in Q3 2018. 168 funds tracked by Wall St. Rank hold KYN as of Q4 2020.

Patriot Financial Group Insurance Agency reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 699 Kayne Anderson Energy Infrastructure Fund shares in Q4 2020, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2016 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Kayne Anderson Energy Infrastructure Fund position peaked at $4K in Q3 2018.
168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.