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

IHT 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
2021 Q3	–	Sell	-104,149	Closed	-$788K	–	999
2021 Q2	$788K	Buy	104,149 +7,749	+8%	+$54.6K	0.05%	389
2021 Q1	$642K	Buy	96,400 +18,334	+23%	+$117K	0.05%	383
2020 Q4	$449K	Buy	78,066 +23	+0%	+$115	0.04%	441
2020 Q3	$315K	Buy	+78,043	New	+$348K	0.03%	467
2020 Q2	–	Sell	-78,005	Closed	-$260K	–	648
2020 Q1	$260K	Buy	78,005 +24	+0%	+$199	0.04%	433
2019 Q4	$820K	Buy	77,981 +23	+0%	+$234	0.1%	243
2019 Q3	$844K	Buy	+77,958	New	+$861K	0.11%	212
2019 Q2	–	Sell	-71,920	Closed	-$856K	–	570
2019 Q1	$856K	Buy	71,920 +4,022	+6%	+$45.5K	0.14%	176
2018 Q4	$655K	Buy	+67,898	New	+$757K	0.13%	195

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

IHT Wealth Management's KMF Position: Q3 2021 in Review

IHT Wealth Management sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2021, closing a stake of 104,149 shares — an estimated $788K sold.

IHT Wealth Management first reported a position in KMF in Q4 2018 and held it in 9 quarters. The position peaked at $856K in Q1 2019. 75 funds tracked by Wall St. Rank hold KMF as of Q3 2021.

IHT Wealth Management reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 104,149 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2021, an estimated $788K.
IHT Wealth Management first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2018 and held it in 9 quarters.
IHT Wealth Management's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $856K in Q1 2019.
75 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.