GWA
KMF

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

Genesis Wealth Advisors’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
2015
Q1 		– Sell
-1,250
Closed -$43.9K – 480
2014
Q4 		$43.9K Buy
+1,250
New +$44.9K 0.03% 228

Other funds holding KMF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Genesis Wealth Advisors's KMF Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2015, closing a stake of 1,250 shares — an estimated $43.9K sold.

Genesis Wealth Advisors first reported a position in KMF in Q4 2014 and held it in 1 quarter. The position peaked at $43.9K in Q4 2014. 55 funds tracked by Wall St. Rank hold KMF as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 1,250 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2015, an estimated $43.9K.
  • Genesis Wealth Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $43.9K in Q4 2014.
  • 55 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.