Sowell Financial Services’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Sowell Financial Services’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
2021 Q1	–	Sell	-1,600	Closed	-$9K	–	3208
2020 Q4	$9K	Hold	1,600	–	–	﹤0.01%	2067
2020 Q3	$6K	Hold	1,600	–	–	﹤0.01%	1949
2020 Q2	$8K	Sell	1,600 -1,250	-44%	-$6.65K	﹤0.01%	1764
2020 Q1	$10K	Hold	2,850	–	–	﹤0.01%	1608
2019 Q4	$40K	Hold	2,850	–	–	﹤0.01%	1217
2019 Q3	$41K	Buy	+2,850	New	+$42.3K	﹤0.01%	1060

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $6.56B AUM 35.09% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Sowell Financial Services's KYN Position: Q1 2021 in Review

Sowell Financial Services sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2021, closing a stake of 1,600 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in KYN in Q3 2019 and held it in 6 quarters. The position peaked at $41K in Q3 2019. 176 funds tracked by Wall St. Rank hold KYN as of Q1 2021.

Sowell Financial Services reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 1,600 Kayne Anderson Energy Infrastructure Fund shares in Q1 2021, an estimated $9K.
Sowell Financial Services first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's Kayne Anderson Energy Infrastructure Fund position peaked at $41K in Q3 2019.
176 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.