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Wilbanks Smith & Thomas Asset Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-421
Closed -$8K – 874
2018
Q3 		$8K Buy
+421
New +$7.85K ﹤0.01% 1099

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Royal Bank of Canada
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AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
WF
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Wilbanks Smith & Thomas Asset Management's KYN Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2018, closing a stake of 421 shares — an estimated $8K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in KYN in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 197 funds tracked by Wall St. Rank hold KYN as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 421 Kayne Anderson Energy Infrastructure Fund shares in Q4 2018, an estimated $8K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Kayne Anderson Energy Infrastructure Fund position peaked at $8K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.