Telemus Capital’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Telemus Capital’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
2022 Q4	–	Sell	-10,250	Closed	-$83K	–	339
2022 Q3	$83K	Hold	10,250	–	–	0.01%	308
2022 Q2	$86K	Hold	10,250	–	–	0.01%	344
2022 Q1	$95K	Hold	10,250	–	–	0.01%	336
2021 Q4	$80K	Hold	10,250	–	–	0.01%	372
2021 Q3	$82K	Hold	10,250	–	–	0.01%	345
2021 Q2	$91K	Hold	10,250	–	–	0.01%	342
2021 Q1	$73K	Buy	+10,250	New	+$70.9K	0.01%	383
2019 Q4	–	Sell	-10,000	Closed	-$145K	–	400
2019 Q3	$145K	Hold	10,000	–	–	0.01%	380
2019 Q2	$144K	Hold	10,000	–	–	0.01%	360
2019 Q1	$160K	Buy	+10,000	New	+$157K	0.01%	413

Other funds holding KYN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Telemus Capital's KYN Position: Q4 2022 in Review

Telemus Capital sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2022, closing a stake of 10,250 shares — an estimated $83K sold.

Telemus Capital first reported a position in KYN in Q1 2019 and held it in 10 quarters. The position peaked at $160K in Q1 2019. 192 funds tracked by Wall St. Rank hold KYN as of Q4 2022.

Telemus Capital reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2022 after selling out during the quarter.
Telemus Capital sold 10,250 Kayne Anderson Energy Infrastructure Fund shares in Q4 2022, an estimated $83K.
Telemus Capital first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2019 and held it in 10 quarters.
Telemus Capital's Kayne Anderson Energy Infrastructure Fund position peaked at $160K in Q1 2019.
192 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2022.

Based on Telemus Capital's 13F filing for Q4 2022, filed 11 Jan 2023.