Sheaff Brock Investment Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Sheaff Brock Investment 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 Q1	–	Sell	-12,500	Closed	-$245K	–	623
2016 Q4	$245K	Buy	12,500 +1,800	+17%	+$34.9K	0.03%	463
2016 Q3	$221K	Hold	10,700	–	–	0.03%	440
2016 Q2	$218K	Sell	10,700 -938	-8%	-$17K	0.03%	457
2016 Q1	$193K	Buy	+11,638	New	+$168K	0.02%	494

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

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

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

CBB

Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

ZIC

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

Sheaff Brock Investment Advisors's KYN Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2017, closing a stake of 12,500 shares — an estimated $245K sold.

Sheaff Brock Investment Advisors first reported a position in KYN in Q1 2016 and held it in 4 quarters. The position peaked at $245K in Q4 2016. 166 funds tracked by Wall St. Rank hold KYN as of Q1 2017.

Sheaff Brock Investment Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 12,500 Kayne Anderson Energy Infrastructure Fund shares in Q1 2017, an estimated $245K.
Sheaff Brock Investment Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2016 and held it in 4 quarters.
Sheaff Brock Investment Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $245K in Q4 2016.
166 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.