CWM
KMF

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

Cornerstone Wealth Management’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
Q4 		– Sell
-14,490
Closed -$1M – 1220
2018
Q3 		$1M Buy
+14,490
New +$190K 0.01% 706

Other funds holding KMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Cornerstone Wealth Management's KMF Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2018, closing a stake of 14,490 shares — an estimated $1M sold.

Cornerstone Wealth Management first reported a position in KMF in Q3 2018 and held it in 1 quarter. The position peaked at $1M in Q3 2018. 88 funds tracked by Wall St. Rank hold KMF as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 14,490 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2018, an estimated $1M.
  • Cornerstone Wealth Management first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $1M in Q3 2018.
  • 88 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.