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WMS Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

WMS Partners’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
2022
Q1 		– Sell
-22,700
Closed -$177K – 292
2021
Q4 		$177K Hold
22,700
– – 0.04% 208
2021
Q3 		$182K Buy
+22,700
New +$181K 0.03% 263
2015
Q2 		– Sell
-5,900
Closed -$209K – 290
2015
Q1 		$209K Buy
+5,900
New +$209K 0.03% 256

Other funds holding KYN

Morgan Stanley
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMS Partners's KYN Position: Q1 2022 in Review

WMS Partners sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2022, closing a stake of 22,700 shares — an estimated $177K sold.

WMS Partners first reported a position in KYN in Q1 2015 and held it in 3 quarters. The position peaked at $209K in Q1 2015. 179 funds tracked by Wall St. Rank hold KYN as of Q1 2022.

  • WMS Partners reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
  • WMS Partners sold 22,700 Kayne Anderson Energy Infrastructure Fund shares in Q1 2022, an estimated $177K.
  • WMS Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2015 and held it in 3 quarters.
  • WMS Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $209K in Q1 2015.
  • 179 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2022.

Based on WMS Partners's 13F filing for Q1 2022, filed 10 May 2022.