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United Capital Financial Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-93,439
Closed -$786K – 1098
2023
Q3 		$786K Sell
93,439
-661
-0.7% -$5.7K 0.01% 556
2023
Q2 		$766K Sell
94,100
-213
-0.2% -$1.75K ﹤0.01% 608
2023
Q1 		$815K Sell
94,313
-252
-0.3% -$2.21K ﹤0.01% 629
2022
Q4 		$809K Buy
94,565
+213
+0.2% +$1.85K ﹤0.01% 663
2022
Q3 		$764K Sell
94,352
-1,000
-1% -$8.91K ﹤0.01% 669
2022
Q2 		$799K Hold
95,352
– – ﹤0.01% 675
2022
Q1 		$879K Buy
95,352
+10,083
+12% +$85.7K ﹤0.01% 694
2021
Q4 		$664K Buy
85,269
+35,666
+72% +$291K ﹤0.01% 787
2021
Q3 		$397K Buy
49,603
+200
+0.4% +$1.6K ﹤0.01% 926
2021
Q2 		$439K Hold
49,403
– – ﹤0.01% 898
2021
Q1 		$354K Sell
49,403
-1,342
-3% -$9.28K ﹤0.01% 946
2020
Q4 		$292K Buy
50,745
+4,636
+10% +$24.8K ﹤0.01% 1009
2020
Q3 		$184K Buy
+46,109
New +$220K ﹤0.01% 1083
2016
Q2 		– Sell
-10,446
Closed -$173K – 1272
2016
Q1 		$173K Sell
10,446
-3,900
-27% -$56.2K ﹤0.01% 1145
2015
Q4 		$248K Buy
+14,346
New +$285K ﹤0.01% 1074
2014
Q3 		– Sell
-11,454
Closed -$451K – 1110
2014
Q2 		$451K Buy
+11,454
New +$427K 0.01% 698

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's KYN Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2023, closing a stake of 93,439 shares — an estimated $786K sold.

United Capital Financial Advisors first reported a position in KYN in Q2 2014 and held it in 16 quarters. The position peaked at $879K in Q1 2022. 223 funds tracked by Wall St. Rank hold KYN as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 93,439 Kayne Anderson Energy Infrastructure Fund shares in Q4 2023, an estimated $786K.
  • United Capital Financial Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2014 and held it in 16 quarters.
  • United Capital Financial Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $879K in Q1 2022.
  • 223 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.