Shulman DeMeo Asset Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Shulman DeMeo Asset Management’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
2022 Q1	–	Sell	-13,137	Closed	-$102K	–	147
2021 Q4	$102K	Sell	13,137 -268	-2%	-$2.19K	0.03%	146
2021 Q3	$107K	Buy	+13,405	New	+$107K	0.09%	84
2021 Q2	–	Sell	-13,157	Closed	-$94K	–	107
2021 Q1	$94K	Sell	13,157 -909	-6%	-$6.28K	0.03%	133
2020 Q4	$81K	Buy	14,066 +142	+1%	+$761	0.02%	138
2020 Q3	$56K	Buy	13,924 +158	+1%	+$754	0.02%	117
2020 Q2	$73K	Buy	13,766 +124	+0.9%	+$660	0.03%	111
2020 Q1	$50K	Sell	13,642 -151	-1%	-$1.63K	0.02%	100
2019 Q4	$192K	Buy	13,793 +151	+1%	+$2.01K	0.07%	125
2019 Q3	$197K	Buy	13,642 +130	+1%	+$1.93K	0.07%	127
2019 Q2	$207K	Buy	13,512 +123	+0.9%	+$1.92K	0.08%	122
2019 Q1	$215K	Buy	+13,389	New	+$210K	0.08%	112

Other funds holding KYN

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

SAM

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

RJA

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

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

Shulman DeMeo Asset Management's KYN Position: Q1 2022 in Review

Shulman DeMeo Asset Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2022, closing a stake of 13,137 shares — an estimated $102K sold.

Shulman DeMeo Asset Management first reported a position in KYN in Q1 2019 and held it in 11 quarters. The position peaked at $215K in Q1 2019. 179 funds tracked by Wall St. Rank hold KYN as of Q1 2022.

Shulman DeMeo Asset Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
Shulman DeMeo Asset Management sold 13,137 Kayne Anderson Energy Infrastructure Fund shares in Q1 2022, an estimated $102K.
Shulman DeMeo Asset Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2019 and held it in 11 quarters.
Shulman DeMeo Asset Management's Kayne Anderson Energy Infrastructure Fund position peaked at $215K in Q1 2019.
179 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2022.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2022, filed 27 Apr 2022.