FNBT
KMF

FineMark National Bank & Trust’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

FineMark National Bank & Trust’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
2016
Q4 		– Sell
-716
Closed -$11K – 1376
2016
Q3 		$11K Hold
716
– – ﹤0.01% 928
2016
Q2 		$10K Hold
716
– – ﹤0.01% 956
2016
Q1 		$8K Buy
+716
New +$6.96K ﹤0.01% 957

Other funds holding KMF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FineMark National Bank & Trust's KMF Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2016, closing a stake of 716 shares — an estimated $11K sold.

FineMark National Bank & Trust first reported a position in KMF in Q1 2016 and held it in 3 quarters. The position peaked at $11K in Q3 2016. 47 funds tracked by Wall St. Rank hold KMF as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 716 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2016, an estimated $11K.
  • FineMark National Bank & Trust first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q1 2016 and held it in 3 quarters.
  • FineMark National Bank & Trust's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $11K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.