GWS
KMF

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

Glassman Wealth Services’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
2020
Q3 		– Sell
-796
Closed -$4K – 1545
2020
Q2 		$4K Hold
796
– – ﹤0.01% 709
2020
Q1 		$3K Hold
796
– – ﹤0.01% 653
2019
Q4 		$8K Buy
+796
New +$8.08K ﹤0.01% 526

Other funds holding KMF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Glassman Wealth Services's KMF Position: Q3 2020 in Review

Glassman Wealth Services sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2020, closing a stake of 796 shares — an estimated $4K sold.

Glassman Wealth Services first reported a position in KMF in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 71 funds tracked by Wall St. Rank hold KMF as of Q3 2020.

  • Glassman Wealth Services reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 796 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2020, an estimated $4K.
  • Glassman Wealth Services first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2019 and held it in 3 quarters.
  • Glassman Wealth Services's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $8K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2020.

Based on Glassman Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.