Peak Financial Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Peak Financial 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
2018 Q4	–	Sell	-64,349	Closed	-$1.15M	–	57
2018 Q3	$1.15M	Sell	64,349 -2,536	-4%	-$47.3K	0.52%	29
2018 Q2	$1.26M	Sell	66,885 -12,941	-16%	-$235K	0.58%	29
2018 Q1	$1.31M	Sell	79,826 -108,544	-58%	-$1.98M	0.63%	30
2017 Q4	$3.59M	Buy	+188,370	New	+$3.1M	1.36%	23
2015 Q4	$254K	Buy	+14,717	New	+$293K	0.12%	26

Other funds holding KYN

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

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

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Peak Financial Management's KYN Position: Q4 2018 in Review

Peak Financial Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2018, closing a stake of 64,349 shares — an estimated $1.15M sold.

Peak Financial Management first reported a position in KYN in Q4 2015 and held it in 5 quarters. The position peaked at $3.59M in Q4 2017. 197 funds tracked by Wall St. Rank hold KYN as of Q4 2018.

Peak Financial Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
Peak Financial Management sold 64,349 Kayne Anderson Energy Infrastructure Fund shares in Q4 2018, an estimated $1.15M.
Peak Financial Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2015 and held it in 5 quarters.
Peak Financial Management's Kayne Anderson Energy Infrastructure Fund position peaked at $3.59M in Q4 2017.
197 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2018.

Based on Peak Financial Management's 13F filing for Q4 2018, filed 30 Jan 2019.