KJWM
KMF

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

Kiley Juergens 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
2018
Q4 		– Sell
-728
Closed -$9K – 702
2018
Q3 		$9K Buy
+728
New +$9.54K 0.01% 482

Other funds holding KMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Kiley Juergens Wealth Management's KMF Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2018, closing a stake of 728 shares — an estimated $9K sold.

Kiley Juergens Wealth Management first reported a position in KMF in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 88 funds tracked by Wall St. Rank hold KMF as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 728 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2018, an estimated $9K.
  • Kiley Juergens Wealth Management first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $9K in Q3 2018.
  • 88 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.