FGAM
KMF

Financial Gravity Asset Management’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Financial Gravity Asset 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
Q3 		$3K Buy
240
+20
+9% +$262 ﹤0.01% 894
2018
Q2 		$3K Buy
+220
New +$2.81K ﹤0.01% 929

Other funds holding KMF

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
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
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Financial Gravity Asset Management's KMF Position: Q3 2018 in Review

Financial Gravity Asset Management increased its Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) stake by 9.1% in Q3 2018, buying an estimated $262 and bringing the position to 240 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Financial Gravity Asset Management first reported a position in KMF in Q2 2018 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold KMF as of Q3 2018.

  • Financial Gravity Asset Management held 240 shares of Kayne Anderson NextGen Energy & Infrastructure, Inc. worth $3K as of Q3 2018.
  • Financial Gravity Asset Management bought 20 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2018, an estimated $262.
  • Kayne Anderson NextGen Energy & Infrastructure, Inc. made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #894 holding.
  • Financial Gravity Asset Management first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2018 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.