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Winthrop Partners - WNY’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Winthrop Partners - WNY’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
-2,962
Closed -$52.9K – 252
2018
Q3 		$52.9K Hold
2,962
– – 0.04% 171
2018
Q2 		$55.8K Hold
2,962
– – 0.05% 176
2018
Q1 		$48.9K Buy
+2,962
New +$54.2K 0.04% 210

Other funds holding KYN

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
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

Winthrop Partners - WNY's KYN Position: Q4 2018 in Review

Winthrop Partners - WNY sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2018, closing a stake of 2,962 shares — an estimated $52.9K sold.

Winthrop Partners - WNY first reported a position in KYN in Q1 2018 and held it in 3 quarters. The position peaked at $55.8K in Q2 2018. 197 funds tracked by Wall St. Rank hold KYN as of Q4 2018.

  • Winthrop Partners - WNY reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 2,962 Kayne Anderson Energy Infrastructure Fund shares in Q4 2018, an estimated $52.9K.
  • Winthrop Partners - WNY first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2018 and held it in 3 quarters.
  • Winthrop Partners - WNY's Kayne Anderson Energy Infrastructure Fund position peaked at $55.8K in Q2 2018.
  • 197 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2018.

Based on Winthrop Partners - WNY's 13F filing for Q4 2018, filed 22 Jan 2019.