Carson Wealth (CWM LLC)’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Carson Wealth (CWM LLC)’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 Q3	–	Sell	-26	Closed	–	–	4632
2023 Q2	$0	Sell	26 -83	-76%	-$599	﹤0.01%	4555
2023 Q1	$1K	Sell	109 -204	-65%	-$1.52K	﹤0.01%	3989
2022 Q4	$2K	Hold	313	–	–	﹤0.01%	3659
2022 Q3	$2K	Buy	313 +273	+683%	+$2.22K	﹤0.01%	3577
2022 Q2	$0	Buy	+40	New	+$328	﹤0.01%	4175
2014 Q1	–	Sell	-400	Closed	-$14K	–	519
2013 Q4	$14K	Buy	+400	New	+$12.9K	﹤0.01%	414

Other funds holding KMF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KMF Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2023, closing a stake of 26 shares.

Carson Wealth (CWM LLC) first reported a position in KMF in Q4 2013 and held it in 6 quarters. The position peaked at $14K in Q4 2013. 87 funds tracked by Wall St. Rank hold KMF as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 26 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2023.
Carson Wealth (CWM LLC) first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2013 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $14K in Q4 2013.
87 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.