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

Taylor Wealth Management 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
2015
Q4 		– Sell
-677
Closed -$16K – 154
2015
Q3 		$16K Hold
677
– – 0.01% 110
2015
Q2 		$21K Sell
677
-182
-21% -$6.21K 0.01% 125
2015
Q1 		$30K Buy
+859
New +$30.4K 0.01% 95

Other funds holding KYN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCA
Hillview Capital Advisors Wayne, Pennsylvania $18.8M AUM 1.7% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return

Taylor Wealth Management Partners's KYN Position: Q4 2015 in Review

Taylor Wealth Management Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2015, closing a stake of 677 shares — an estimated $16K sold.

Taylor Wealth Management Partners first reported a position in KYN in Q1 2015 and held it in 3 quarters. The position peaked at $30K in Q1 2015. 168 funds tracked by Wall St. Rank hold KYN as of Q4 2015.

  • Taylor Wealth Management Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 677 Kayne Anderson Energy Infrastructure Fund shares in Q4 2015, an estimated $16K.
  • Taylor Wealth Management Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2015 and held it in 3 quarters.
  • Taylor Wealth Management Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $30K in Q1 2015.
  • 168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2015, filed 7 Jan 2016.