Wealthcare Advisory Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-2,350	Closed	-$17K	–	1258
2021 Q1	$17K	Buy	+2,350	New	+$16.2K	﹤0.01%	1265
2020 Q2	–	Sell	-5,695	Closed	-$21K	–	900
2020 Q1	$21K	Buy	+5,695	New	+$61.6K	﹤0.01%	715
2018 Q2	–	Sell	-20	Closed	–	–	1277
2018 Q1	$0	Buy	20 +1	+5%	+$18	﹤0.01%	1175
2017 Q4	$0	Hold	19	–	–	﹤0.01%	1139
2017 Q3	$0	Buy	+19	New	+$341	﹤0.01%	912

Other funds holding KYN

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AFG

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

Wealthcare Advisory Partners's KYN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2021, closing a stake of 2,350 shares — an estimated $17K sold.

Wealthcare Advisory Partners first reported a position in KYN in Q3 2017 and held it in 5 quarters. The position peaked at $21K in Q1 2020. 168 funds tracked by Wall St. Rank hold KYN as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,350 Kayne Anderson Energy Infrastructure Fund shares in Q2 2021, an estimated $17K.
Wealthcare Advisory Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $21K in Q1 2020.
168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.