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Williams Jones Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Williams Jones Wealth 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
2024
Q4 		– Sell
-11,253
Closed -$124K – 522
2024
Q3 		$124K Buy
11,253
+253
+2% +$2.69K ﹤0.01% 512
2024
Q2 		$114K Hold
11,000
– – ﹤0.01% 497
2024
Q1 		$110K Hold
11,000
– – ﹤0.01% 524
2023
Q4 		$96.6K Buy
+11,000
New +$92K ﹤0.01% 520

Other funds holding KYN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Williams Jones Wealth Management's KYN Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2024, closing a stake of 11,253 shares — an estimated $124K sold.

Williams Jones Wealth Management first reported a position in KYN in Q4 2023 and held it in 4 quarters. The position peaked at $124K in Q3 2024. 240 funds tracked by Wall St. Rank hold KYN as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 11,253 Kayne Anderson Energy Infrastructure Fund shares in Q4 2024, an estimated $124K.
  • Williams Jones Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and held it in 4 quarters.
  • Williams Jones Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $124K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.