Ameritas Advisory Services’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Ameritas Advisory Services’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
2023 Q4	–	Sell	-15,426	Closed	-$110K	–	871
2023 Q3	$110K	Buy	+15,426	New	+$114K	0.01%	779
2023 Q2	–	Sell	-656	Closed	-$5.04K	–	2680
2023 Q1	$5.04K	Buy	+656	New	+$4.9K	﹤0.01%	2148

Other funds holding KMF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ameritas Advisory Services's KMF Position: Q4 2023 in Review

Ameritas Advisory Services sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 15,426 shares — an estimated $110K sold.

Ameritas Advisory Services first reported a position in KMF in Q1 2023 and held it in 2 quarters. The position peaked at $110K in Q3 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

Ameritas Advisory Services reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
Ameritas Advisory Services sold 15,426 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $110K.
Ameritas Advisory Services first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $110K in Q3 2023.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Ameritas Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.