Stratos Wealth Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Stratos Wealth Partners’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
2020 Q4	–	Sell	-14,221	Closed	-$57K	–	1098
2020 Q3	$57K	Sell	14,221 -6,158	-30%	-$29.4K	﹤0.01%	996
2020 Q2	$108K	Sell	20,379 -500	-2%	-$2.66K	﹤0.01%	950
2020 Q1	$76K	Hold	20,879	–	–	﹤0.01%	883
2019 Q4	$291K	Buy	+20,879	New	+$278K	0.01%	771
2018 Q4	–	Sell	-4,872	Closed	-$87K	–	1733
2018 Q3	$87K	Buy	+4,872	New	+$90.9K	﹤0.01%	1196
2018 Q2	–	Sell	-3,943	Closed	-$65K	–	1856
2018 Q1	$65K	Sell	3,943 -150	-4%	-$2.74K	﹤0.01%	1436
2017 Q4	$78K	Buy	+4,093	New	+$67.3K	﹤0.01%	1303

Other funds holding KYN

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

Quantedge Capital Singapore $183M AUM 37.27% 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

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

RJA

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

AFG

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

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Stratos Wealth Partners's KYN Position: Q4 2020 in Review

Stratos Wealth Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2020, closing a stake of 14,221 shares — an estimated $57K sold.

Stratos Wealth Partners first reported a position in KYN in Q4 2017 and held it in 7 quarters. The position peaked at $291K in Q4 2019. 168 funds tracked by Wall St. Rank hold KYN as of Q4 2020.

Stratos Wealth Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
Stratos Wealth Partners sold 14,221 Kayne Anderson Energy Infrastructure Fund shares in Q4 2020, an estimated $57K.
Stratos Wealth Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2017 and held it in 7 quarters.
Stratos Wealth Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $291K in Q4 2019.
168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2020.

Based on Stratos Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.