LWCFA
KMF

Loring Wolcott & Coolidge Fiduciary Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-419
Closed -$3K – 959
2021
Q2 		$3K Buy
+419
New +$2.95K ﹤0.01% 831

Other funds holding KMF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's KMF Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2021, closing a stake of 419 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KMF in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 75 funds tracked by Wall St. Rank hold KMF as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 419 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $3K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.