CWP
KMF

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

Concord 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
2022
Q1 		– Sell
-1,955
Closed -$14K – 1418
2021
Q4 		$14K Buy
+1,955
New +$14.5K ﹤0.01% 724

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Concord Wealth Partners's KMF Position: Q1 2022 in Review

Concord Wealth Partners sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2022, closing a stake of 1,955 shares — an estimated $14K sold.

Concord Wealth Partners first reported a position in KMF in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 78 funds tracked by Wall St. Rank hold KMF as of Q1 2022.

  • Concord Wealth Partners reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 1,955 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2022, an estimated $14K.
  • Concord Wealth Partners first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $14K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.