CWP
KMF

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

CFM Wealth Partners’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
2021
Q3 		– Sell
-10,063
Closed -$76K – 190
2021
Q2 		$76K Buy
+10,063
New +$70.9K 0.02% 176

Other funds holding KMF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

CFM Wealth Partners's KMF Position: Q3 2021 in Review

CFM Wealth Partners sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2021, closing a stake of 10,063 shares — an estimated $76K sold.

CFM Wealth Partners first reported a position in KMF in Q2 2021 and held it in 1 quarter. The position peaked at $76K in Q2 2021. 75 funds tracked by Wall St. Rank hold KMF as of Q3 2021.

  • CFM Wealth Partners reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 10,063 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2021, an estimated $76K.
  • CFM Wealth Partners first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2021 and held it in 1 quarter.
  • CFM Wealth Partners's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $76K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2021.

Based on CFM Wealth Partners's 13F filing for Q3 2021, filed 25 Oct 2021.