CWA
KMF

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

Clearview Wealth 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
2021
Q4 		– Sell
-400
Closed -$3K – 748
2021
Q3 		$3K Hold
400
– – ﹤0.01% 568
2021
Q2 		$3K Hold
400
– – ﹤0.01% 560
2021
Q1 		$3K Hold
400
– – ﹤0.01% 536
2020
Q4 		$2K Buy
+400
New +$2K ﹤0.01% 521

Other funds holding KMF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Clearview Wealth Advisors's KMF Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2021, closing a stake of 400 shares — an estimated $3K sold.

Clearview Wealth Advisors first reported a position in KMF in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 79 funds tracked by Wall St. Rank hold KMF as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 400 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2021, an estimated $3K.
  • Clearview Wealth Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $3K in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.