AWM
KMF

Adams Wealth Management’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Adams Wealth Management’s Portfolio KMF Stock Details KMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-24,362
Closed -$98K – 358
2020
Q3 		$98K Sell
24,362
-17,994
-42% -$80.3K 0.08% 86
2020
Q2 		$192K Buy
+42,356
New +$189K 0.2% 73

Other funds holding KMF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Adams Wealth Management's KMF Position: Q4 2020 in Review

Adams Wealth Management sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2020, closing a stake of 24,362 shares — an estimated $98K sold.

Adams Wealth Management first reported a position in KMF in Q2 2020 and held it in 2 quarters. The position peaked at $192K in Q2 2020. 74 funds tracked by Wall St. Rank hold KMF as of Q4 2020.

  • Adams Wealth Management reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 24,362 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2020, an estimated $98K.
  • Adams Wealth Management first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2020 and held it in 2 quarters.
  • Adams Wealth Management's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $192K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.