GIA
KMF

Gladstone Institutional Advisory’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Gladstone Institutional Advisory’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
2021
Q3 		– Sell
-10,900
Closed -$83K – 607
2021
Q2 		$83K Hold
10,900
– – 0.01% 503
2021
Q1 		$73K Hold
10,900
– – 0.01% 408
2020
Q4 		$63K Buy
+10,900
New +$54.5K 0.01% 291

Other funds holding KMF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Gladstone Institutional Advisory's KMF Position: Q3 2021 in Review

Gladstone Institutional Advisory sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2021, closing a stake of 10,900 shares — an estimated $83K sold.

Gladstone Institutional Advisory first reported a position in KMF in Q4 2020 and held it in 3 quarters. The position peaked at $83K in Q2 2021. 75 funds tracked by Wall St. Rank hold KMF as of Q3 2021.

  • Gladstone Institutional Advisory reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,900 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2021, an estimated $83K.
  • Gladstone Institutional Advisory first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2020 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $83K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.