CA
KMF

Calton & Associates’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-500
Closed -$7K – 1347
2017
Q4 		$7K Buy
+500
New +$6.73K ﹤0.01% 1180

Other funds holding KMF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Calton & Associates's KMF Position: Q1 2018 in Review

Calton & Associates sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2018, closing a stake of 500 shares — an estimated $7K sold.

Calton & Associates first reported a position in KMF in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 43 funds tracked by Wall St. Rank hold KMF as of Q1 2018.

  • Calton & Associates reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 500 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2018, an estimated $7K.
  • Calton & Associates first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $7K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.