Peak Financial Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-64,349
| Closed | -$1.15M | – | 57 |
|
|
2018
Q3 | $1.15M | Sell |
64,349
-2,536
| -4% | -$45.3K | 0.52% | 29 |
|
|
2018
Q2 | $1.26M | Sell |
66,885
-12,941
| -16% | -$244K | 0.58% | 29 |
|
|
2018
Q1 | $1.32M | Sell |
79,826
-108,544
| -58% | -$1.79M | 0.63% | 30 |
|
|
2017
Q4 | $3.59M | Buy |
+188,370
| New | +$3.59M | 1.36% | 23 |
|
|
2015
Q4 | $254K | Buy |
+14,717
| New | +$254K | 0.12% | 26 |
|