GWM
KMF

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

Gupta Wealth Management’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
Q4 		– Sell
-417
Closed -$8K – 1378
2015
Q3 		$8K Buy
+417
New +$9.91K ﹤0.01% 970

Other funds holding KMF

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $223M AUM 17.12% 1-Year Est. Return

Gupta Wealth Management's KMF Position: Q4 2015 in Review

Gupta Wealth Management sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2015, closing a stake of 417 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in KMF in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 41 funds tracked by Wall St. Rank hold KMF as of Q4 2015.

  • Gupta Wealth Management reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 417 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2015, an estimated $8K.
  • Gupta Wealth Management first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $8K in Q3 2015.
  • 41 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.