JF
KMF

JSF Financial’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

JSF Financial’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
Q1 		– Sell
-13,247
Closed -$139K – 75
2019
Q4 		$139K Sell
13,247
-4,415
-25% -$44.8K 0.14% 68
2019
Q3 		$191K Sell
17,662
-5,233
-23% -$57.8K 0.21% 61
2019
Q2 		$265K Sell
22,895
-4,015
-15% -$47.1K 0.29% 49
2019
Q1 		$320K Sell
26,910
-101
-0.4% -$1.14K 0.35% 42
2018
Q4 		$261K Buy
+27,011
New +$301K 0.27% 47

Other funds holding KMF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

JSF Financial's KMF Position: Q1 2020 in Review

JSF Financial sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2020, closing a stake of 13,247 shares — an estimated $139K sold.

JSF Financial first reported a position in KMF in Q4 2018 and held it in 5 quarters. The position peaked at $320K in Q1 2019. 75 funds tracked by Wall St. Rank hold KMF as of Q1 2020.

  • JSF Financial reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2020 after selling out during the quarter.
  • JSF Financial sold 13,247 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2020, an estimated $139K.
  • JSF Financial first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2018 and held it in 5 quarters.
  • JSF Financial's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $320K in Q1 2019.
  • 75 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2020.

Based on JSF Financial's 13F filing for Q1 2020, filed 29 Apr 2020.