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

WealthPLAN 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
2023
Q3 		– Sell
-536
Closed -$4.36K – 760
2023
Q2 		$4.36K Sell
536
-987
-65% -$8.13K ﹤0.01% 936
2023
Q1 		$13.2K Buy
+1,523
New +$13.3K ﹤0.01% 800

Other funds holding KYN

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $1.09B AUM 23.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's KYN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2023, closing a stake of 536 shares — an estimated $4.36K sold.

WealthPLAN Partners first reported a position in KYN in Q1 2023 and held it in 2 quarters. The position peaked at $13.2K in Q1 2023. 183 funds tracked by Wall St. Rank hold KYN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 536 Kayne Anderson Energy Infrastructure Fund shares in Q3 2023, an estimated $4.36K.
  • WealthPLAN Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $13.2K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.