SIC
KYN icon

Salem Investment Counselors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Salem Investment Counselors’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
2016
Q4 		– Sell
-1,621
Closed -$334 – 692
2016
Q3 		$334 Buy
+1,621
New +$31.7K ﹤0.01% 347
2014
Q2 		– Sell
-11,521
Closed -$423K – 292
2014
Q1 		$423K Buy
+11,521
New +$428K 0.05% 211

Other funds holding KYN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
Wells Fargo
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
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Salem Investment Counselors's KYN Position: Q4 2016 in Review

Salem Investment Counselors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2016, closing a stake of 1,621 shares — an estimated $334 sold.

Salem Investment Counselors first reported a position in KYN in Q1 2014 and held it in 2 quarters. The position peaked at $423K in Q1 2014. 171 funds tracked by Wall St. Rank hold KYN as of Q4 2016.

  • Salem Investment Counselors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2016 after selling out during the quarter.
  • Salem Investment Counselors sold 1,621 Kayne Anderson Energy Infrastructure Fund shares in Q4 2016, an estimated $334.
  • Salem Investment Counselors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2014 and held it in 2 quarters.
  • Salem Investment Counselors's Kayne Anderson Energy Infrastructure Fund position peaked at $423K in Q1 2014.
  • 171 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2016.

Based on Salem Investment Counselors's 13F filing for Q4 2016, filed 16 Feb 2017.