LWA
KMF

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

Lenox 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
2020
Q1 		– Sell
-2,038
Closed -$21K – 964
2019
Q4 		$21K Buy
+2,038
New +$20.7K ﹤0.01% 334

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

Lenox Wealth Advisors's KMF Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2020, closing a stake of 2,038 shares — an estimated $21K sold.

Lenox Wealth Advisors first reported a position in KMF in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 75 funds tracked by Wall St. Rank hold KMF as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,038 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2020, an estimated $21K.
  • Lenox Wealth Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $21K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.