Pinnacle Wealth Management Advisory Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2017 Q4	–	Sell	-10,025	Closed	-$182K	–	150
2017 Q3	$182K	Hold	10,025	–	–	0.11%	140
2017 Q2	$189K	Buy	+10,025	New	+$194K	0.12%	136
2015 Q2	–	Sell	-6,650	Closed	-$236K	–	103
2015 Q1	$236K	Hold	6,650	–	–	0.21%	95
2014 Q4	$254K	Buy	+6,650	New	+$257K	0.24%	91

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

ZIC

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

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's KYN Position: Q4 2017 in Review

Pinnacle Wealth Management Advisory Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2017, closing a stake of 10,025 shares — an estimated $182K sold.

Pinnacle Wealth Management Advisory Group first reported a position in KYN in Q4 2014 and held it in 4 quarters. The position peaked at $254K in Q4 2014. 169 funds tracked by Wall St. Rank hold KYN as of Q4 2017.

Pinnacle Wealth Management Advisory Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2017 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 10,025 Kayne Anderson Energy Infrastructure Fund shares in Q4 2017, an estimated $182K.
Pinnacle Wealth Management Advisory Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2014 and held it in 4 quarters.
Pinnacle Wealth Management Advisory Group's Kayne Anderson Energy Infrastructure Fund position peaked at $254K in Q4 2014.
169 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2017.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2017, filed 12 Feb 2018.