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Wealthfront’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Wealthfront’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
-165
Closed -$4K – 701
2015
Q3 		$4K Buy
+165
New +$4.56K ﹤0.01% 1129

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

Wealthfront's KYN Position: Q4 2015 in Review

Wealthfront sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2015, closing a stake of 165 shares — an estimated $4K sold.

Wealthfront first reported a position in KYN in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 168 funds tracked by Wall St. Rank hold KYN as of Q4 2015.

  • Wealthfront reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 165 Kayne Anderson Energy Infrastructure Fund shares in Q4 2015, an estimated $4K.
  • Wealthfront first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Kayne Anderson Energy Infrastructure Fund position peaked at $4K in Q3 2015.
  • 168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.