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Weaver Consulting Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-200
Closed -$1K – 551
2020
Q3 		$1K Hold
200
– – ﹤0.01% 904
2020
Q2 		$1K Buy
+200
New +$1.06K ﹤0.01% 881

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Weaver Consulting Group's KYN Position: Q4 2020 in Review

Weaver Consulting Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2020, closing a stake of 200 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in KYN in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 168 funds tracked by Wall St. Rank hold KYN as of Q4 2020.

  • Weaver Consulting Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 200 Kayne Anderson Energy Infrastructure Fund shares in Q4 2020, an estimated $1K.
  • Weaver Consulting Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's Kayne Anderson Energy Infrastructure Fund position peaked at $1K in Q3 2020.
  • 168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.