JP Morgan Private Wealth Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

JP Morgan Private Wealth Advisors’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
2019 Q3	–	Sell	-10,000	Closed	-$116K	–	1497
2019 Q2	$116K	Sell	10,000 -1,200	-11%	-$14.1K	﹤0.01%	1329
2019 Q1	$133K	Hold	11,200	–	–	﹤0.01%	1398
2018 Q4	$108K	Hold	11,200	–	–	﹤0.01%	1388
2018 Q3	$143K	Buy	+11,200	New	+$147K	﹤0.01%	1509
2016 Q1	–	Sell	-23,780	Closed	-$294K	–	1312
2015 Q4	$294K	Buy	+23,780	New	+$403K	﹤0.01%	872

Other funds holding KMF

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KMF Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2019, closing a stake of 10,000 shares — an estimated $116K sold.

JP Morgan Private Wealth Advisors first reported a position in KMF in Q4 2015 and held it in 5 quarters. The position peaked at $294K in Q4 2015. 68 funds tracked by Wall St. Rank hold KMF as of Q3 2019.

JP Morgan Private Wealth Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,000 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2019, an estimated $116K.
JP Morgan Private Wealth Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2015 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $294K in Q4 2015.
68 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.