Wealthspire Advisors (Maryland)’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,088	Closed	-$17K	–	1289
2019 Q1	$17K	Buy	1,088 +25	+2%	+$392	﹤0.01%	1341
2018 Q4	$15K	Buy	+1,063	New	+$17K	﹤0.01%	1320
2016 Q4	–	Sell	-1,200	Closed	-$23.2K	–	979
2016 Q3	$25K	Buy	+1,200	New	+$23.4K	﹤0.01%	999

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 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

AFG

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

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KYN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2019, closing a stake of 1,088 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in KYN in Q3 2016 and held it in 3 quarters. The position peaked at $25K in Q3 2016. 200 funds tracked by Wall St. Rank hold KYN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,088 Kayne Anderson Energy Infrastructure Fund shares in Q2 2019, an estimated $17K.
Wealthspire Advisors (Maryland) first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2016 and held it in 3 quarters.
Wealthspire Advisors (Maryland)'s Kayne Anderson Energy Infrastructure Fund position peaked at $25K in Q3 2016.
200 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.