Stanford Investment Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Stanford Investment Group’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	-1,149	Closed	-$22K	–	162
2016 Q4	$22K	Hold	1,149	–	–	0.01%	241
2016 Q3	$24K	Hold	1,149	–	–	0.01%	238
2016 Q2	$23K	Hold	1,149	–	–	0.01%	233
2016 Q1	$19K	Hold	1,149	–	–	0.01%	251
2015 Q4	$20K	Hold	1,149	–	–	0.01%	225
2015 Q3	$27K	Hold	1,149	–	–	0.02%	193
2015 Q2	$35K	Hold	1,149	–	–	0.03%	167
2015 Q1	$41K	Hold	1,149	–	–	0.03%	150
2014 Q4	$44K	Buy	+1,149	New	+$44.5K	0.04%	147

Other funds holding KYN

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

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

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

CBB

Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 $32.2B AUM 10.98% 1-Year Est. Return

ZIC

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

Stanford Investment Group's KYN Position: Q1 2017 in Review

Stanford Investment Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2017, closing a stake of 1,149 shares — an estimated $22K sold.

Stanford Investment Group first reported a position in KYN in Q4 2014 and held it in 9 quarters. The position peaked at $44K in Q4 2014. 166 funds tracked by Wall St. Rank hold KYN as of Q1 2017.

Stanford Investment Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,149 Kayne Anderson Energy Infrastructure Fund shares in Q1 2017, an estimated $22K.
Stanford Investment Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Kayne Anderson Energy Infrastructure Fund position peaked at $44K in Q4 2014.
166 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.