BAIA
KMF

Bel Air Investment Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Bel Air Investment Advisors’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
2013
Q3 		– Sell
-10,930
Closed -$349K – 122
2013
Q2 		$349K Buy
+10,930
New +$372K 0.05% 95

Other funds holding KMF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bel Air Investment Advisors's KMF Position: Q3 2013 in Review

Bel Air Investment Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2013, closing a stake of 10,930 shares — an estimated $349K sold.

Bel Air Investment Advisors first reported a position in KMF in Q2 2013 and held it in 1 quarter. The position peaked at $349K in Q2 2013. 42 funds tracked by Wall St. Rank hold KMF as of Q3 2013.

  • Bel Air Investment Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2013 after selling out during the quarter.
  • Bel Air Investment Advisors sold 10,930 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2013, an estimated $349K.
  • Bel Air Investment Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2013 and held it in 1 quarter.
  • Bel Air Investment Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $349K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.