KPWS
KMF

Kestra Private Wealth Services’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-39,483
Closed -$222K – 857
2020
Q4 		$222K Sell
39,483
-23,303
-37% -$116K 0.02% 639
2020
Q3 		$253K Buy
+62,786
New +$280K 0.02% 537

Other funds holding KMF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Kestra Private Wealth Services's KMF Position: Q1 2021 in Review

Kestra Private Wealth Services sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2021, closing a stake of 39,483 shares — an estimated $222K sold.

Kestra Private Wealth Services first reported a position in KMF in Q3 2020 and held it in 2 quarters. The position peaked at $253K in Q3 2020. 79 funds tracked by Wall St. Rank hold KMF as of Q1 2021.

  • Kestra Private Wealth Services reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 39,483 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2021, an estimated $222K.
  • Kestra Private Wealth Services first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2020 and held it in 2 quarters.
  • Kestra Private Wealth Services's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $253K in Q3 2020.
  • 79 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2021.

Based on Kestra Private Wealth Services's 13F filing for Q1 2021, filed 11 May 2021.