Creative Planning’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-500	Closed	-$8K	–	3915
2017 Q2	$8K	Hold	500	–	–	﹤0.01%	3782
2017 Q1	$8K	Hold	500	–	–	﹤0.01%	3751
2016 Q4	$8K	Hold	500	–	–	﹤0.01%	3717
2016 Q3	$8K	Hold	500	–	–	﹤0.01%	3674
2016 Q2	$7K	Sell	500 -300	-38%	-$3.85K	﹤0.01%	3487
2016 Q1	$8K	Hold	800	–	–	﹤0.01%	3360
2015 Q4	$10K	Sell	800 -2,000	-71%	-$33.9K	﹤0.01%	3322
2015 Q3	$53K	Buy	+2,800	New	+$66.5K	﹤0.01%	2008
2015 Q2	–	Sell	-1,800	Closed	-$59K	–	3215
2015 Q1	$59K	Sell	1,800 -6,038	-77%	-$197K	﹤0.01%	1917
2014 Q4	$267K	Hold	7,838	–	–	﹤0.01%	991
2014 Q3	$314K	Hold	7,838	–	–	﹤0.01%	848
2014 Q2	$318K	Sell	7,838 -73	-0.9%	-$2.69K	﹤0.01%	813
2014 Q1	$269K	Buy	7,911 +6,111	+340%	+$208K	﹤0.01%	868
2013 Q4	$62K	Hold	1,800	–	–	﹤0.01%	1463
2013 Q3	$58K	Sell	1,800 -199	-10%	-$6.58K	﹤0.01%	1430
2013 Q2	$64K	Buy	+1,999	New	+$68.1K	﹤0.01%	1247

Other funds holding KMF

AAM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

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

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

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

Creative Planning's KMF Position: Q3 2017 in Review

Creative Planning sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2017, closing a stake of 500 shares — an estimated $8K sold.

Creative Planning first reported a position in KMF in Q2 2013 and held it in 16 quarters. The position peaked at $318K in Q2 2014. 47 funds tracked by Wall St. Rank hold KMF as of Q3 2017.

Creative Planning reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2017, an estimated $8K.
Creative Planning first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2013 and held it in 16 quarters.
Creative Planning's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $318K in Q2 2014.
47 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.