SFI Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

SFI 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
2024 Q3	–	Sell	-37,869	Closed	-$391K	–	82
2024 Q2	$391K	Sell	37,869 -409	-1%	-$4.04K	0.3%	51
2024 Q1	$383K	Buy	38,278 +12,682	+50%	+$115K	0.3%	49
2023 Q4	$225K	Buy	+25,596	New	+$214K	0.19%	69

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

SFI Advisors's KYN Position: Q3 2024 in Review

SFI Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2024, closing a stake of 37,869 shares — an estimated $391K sold.

SFI Advisors first reported a position in KYN in Q4 2023 and held it in 3 quarters. The position peaked at $391K in Q2 2024. 226 funds tracked by Wall St. Rank hold KYN as of Q3 2024.

SFI Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2024 after selling out during the quarter.
SFI Advisors sold 37,869 Kayne Anderson Energy Infrastructure Fund shares in Q3 2024, an estimated $391K.
SFI Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and held it in 3 quarters.
SFI Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $391K in Q2 2024.
226 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2024.

Based on SFI Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.