SFC
KYN icon

Strategic Financial Concepts’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Strategic Financial Concepts’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
2023
Q3 		– Sell
-21,490
Closed -$175K – 278
2023
Q2 		$175K Buy
+21,490
New +$177K 0.06% 240

Other funds holding KYN

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Strategic Financial Concepts's KYN Position: Q3 2023 in Review

Strategic Financial Concepts sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2023, closing a stake of 21,490 shares — an estimated $175K sold.

Strategic Financial Concepts first reported a position in KYN in Q2 2023 and held it in 1 quarter. The position peaked at $175K in Q2 2023. 183 funds tracked by Wall St. Rank hold KYN as of Q3 2023.

  • Strategic Financial Concepts reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 21,490 Kayne Anderson Energy Infrastructure Fund shares in Q3 2023, an estimated $175K.
  • Strategic Financial Concepts first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's Kayne Anderson Energy Infrastructure Fund position peaked at $175K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2023.

Based on Strategic Financial Concepts's 13F filing for Q3 2023, filed 8 Nov 2023.