WHG
KYN icon

Westwood Holdings Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Westwood Holdings 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
2017
Q3 		– Sell
-2,650
Closed -$50K – 474
2017
Q2 		$50K Buy
+2,650
New +$51.2K ﹤0.01% 448

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Westwood Holdings Group's KYN Position: Q3 2017 in Review

Westwood Holdings Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2017, closing a stake of 2,650 shares — an estimated $50K sold.

Westwood Holdings Group first reported a position in KYN in Q2 2017 and held it in 1 quarter. The position peaked at $50K in Q2 2017. 145 funds tracked by Wall St. Rank hold KYN as of Q3 2017.

  • Westwood Holdings Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 2,650 Kayne Anderson Energy Infrastructure Fund shares in Q3 2017, an estimated $50K.
  • Westwood Holdings Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2017 and held it in 1 quarter.
  • Westwood Holdings Group's Kayne Anderson Energy Infrastructure Fund position peaked at $50K in Q2 2017.
  • 145 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.