Plante Moran Financial Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Plante Moran Financial Advisors’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 Q2	–	Sell	-3,167	Closed	-$66K	–	872
2017 Q1	$66K	Hold	3,167	–	–	0.04%	266
2016 Q4	$62K	Hold	3,167	–	–	0.04%	289
2016 Q3	$65K	Sell	3,167 -1,250	-28%	-$24.4K	0.04%	269
2016 Q2	$90K	Sell	4,417 -1,245	-22%	-$22.5K	0.07%	198
2016 Q1	$94K	Buy	5,662 +3,395	+150%	+$48.9K	0.07%	183
2015 Q4	$39K	Buy	2,267 +2,056	+974%	+$40.9K	0.03%	330
2015 Q3	$5K	Hold	211	–	–	﹤0.01%	582
2015 Q2	$6K	Buy	211 +16	+8%	+$546	﹤0.01%	598
2015 Q1	$7K	Hold	195	–	–	﹤0.01%	568
2014 Q4	$7K	Hold	195	–	–	0.01%	605
2014 Q3	$8K	Hold	195	–	–	0.01%	586
2014 Q2	$8K	Buy	195 +47	+32%	+$1.75K	0.01%	584
2014 Q1	$5K	Hold	148	–	–	0.01%	466
2013 Q4	$6K	Hold	148	–	–	﹤0.01%	517
2013 Q3	$5K	Buy	148 +6	+4%	+$216	﹤0.01%	472
2013 Q2	$6K	Buy	+142	New	+$5.15K	﹤0.01%	426

Other funds holding KYN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CBB

Citizens Business Bank Ontario, California $610M AUM 27.86% 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

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

SEIA

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

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

Plante Moran Financial Advisors's KYN Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2017, closing a stake of 3,167 shares — an estimated $66K sold.

Plante Moran Financial Advisors first reported a position in KYN in Q2 2013 and held it in 16 quarters. The position peaked at $94K in Q1 2016. 149 funds tracked by Wall St. Rank hold KYN as of Q2 2017.

Plante Moran Financial Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 3,167 Kayne Anderson Energy Infrastructure Fund shares in Q2 2017, an estimated $66K.
Plante Moran Financial Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2013 and held it in 16 quarters.
Plante Moran Financial Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $94K in Q1 2016.
149 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.