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

Squar Milner 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
2019 Q2	–	Sell	-3,250	Closed	-$52K	–	841
2019 Q1	$52K	Hold	3,250	–	–	0.04%	315
2018 Q4	$45K	Hold	3,250	–	–	0.04%	303
2018 Q3	$58K	Hold	3,250	–	–	0.05%	285
2018 Q2	$61K	Buy	+3,250	New	+$59.1K	0.05%	306

Other funds holding KYN

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

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

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

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

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Squar Milner Financial Services's KYN Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2019, closing a stake of 3,250 shares — an estimated $52K sold.

Squar Milner Financial Services first reported a position in KYN in Q2 2018 and held it in 4 quarters. The position peaked at $61K in Q2 2018. 200 funds tracked by Wall St. Rank hold KYN as of Q2 2019.

Squar Milner Financial Services reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
Squar Milner Financial Services sold 3,250 Kayne Anderson Energy Infrastructure Fund shares in Q2 2019, an estimated $52K.
Squar Milner Financial Services first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2018 and held it in 4 quarters.
Squar Milner Financial Services's Kayne Anderson Energy Infrastructure Fund position peaked at $61K in Q2 2018.
200 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.