West Family Investments’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

West Family Investments’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	-215,300	Closed	-$1.54M	–	360
2021 Q1	$1.54M	Sell	215,300 -20,000	-8%	-$138K	0.56%	56
2020 Q4	$1.36K	Hold	235,300	–	–	0.41%	72
2020 Q3	$947K	Buy	235,300 +20,000	+9%	+$95.4K	0.36%	55
2020 Q2	$3M	Sell	215,300 -20,000	-8%	-$106K	0.72%	37
2020 Q1	$854K	Buy	235,300 +20,000	+9%	+$216K	0.34%	52
2019 Q4	$3M	Buy	+215,300	New	+$2.87M	0.72%	37

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

West Family Investments's KYN Position: Q2 2021 in Review

West Family Investments sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2021, closing a stake of 215,300 shares — an estimated $1.54M sold.

West Family Investments first reported a position in KYN in Q4 2019 and held it in 6 quarters. The position peaked at $3M in Q2 2020. 168 funds tracked by Wall St. Rank hold KYN as of Q2 2021.

West Family Investments reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2021 after selling out during the quarter.
West Family Investments sold 215,300 Kayne Anderson Energy Infrastructure Fund shares in Q2 2021, an estimated $1.54M.
West Family Investments first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2019 and held it in 6 quarters.
West Family Investments's Kayne Anderson Energy Infrastructure Fund position peaked at $3M in Q2 2020.
168 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2021.

Based on West Family Investments's 13F filing for Q2 2021, filed 12 Aug 2021.