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SageView Advisory Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

SageView 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
2024
Q1 		– Sell
-12,057
Closed -$107K – 649
2023
Q4 		$107K Buy
+12,057
New +$101K ﹤0.01% 625

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's KYN Position: Q1 2024 in Review

SageView Advisory Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2024, closing a stake of 12,057 shares — an estimated $107K sold.

SageView Advisory Group first reported a position in KYN in Q4 2023 and held it in 1 quarter. The position peaked at $107K in Q4 2023. 227 funds tracked by Wall St. Rank hold KYN as of Q1 2024.

  • SageView Advisory Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 12,057 Kayne Anderson Energy Infrastructure Fund shares in Q1 2024, an estimated $107K.
  • SageView Advisory Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and held it in 1 quarter.
  • SageView Advisory Group's Kayne Anderson Energy Infrastructure Fund position peaked at $107K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.