GSC
KMF

Ground Swell Capital’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-41
Closed -$2K – 2846
2014
Q2 		$2K Buy
+41
New +$1.51K ﹤0.01% 1553

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ground Swell Capital's KMF Position: Q3 2014 in Review

Ground Swell Capital sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2014, closing a stake of 41 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in KMF in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 53 funds tracked by Wall St. Rank hold KMF as of Q3 2014.

  • Ground Swell Capital reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 41 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2014, an estimated $2K.
  • Ground Swell Capital first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $2K in Q2 2014.
  • 53 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.