MFW
KMF

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

Mosaic Family Wealth’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
2019
Q2 		– Sell
-2,900
Closed -$35K – 641
2019
Q1 		$35K Hold
2,900
– – 0.01% 357
2018
Q4 		$28K Hold
2,900
– – 0.01% 379
2018
Q3 		$32K Buy
+2,900
New +$38K 0.01% 373

Other funds holding KMF

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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Mosaic Family Wealth's KMF Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q2 2019, closing a stake of 2,900 shares — an estimated $35K sold.

Mosaic Family Wealth first reported a position in KMF in Q3 2018 and held it in 3 quarters. The position peaked at $35K in Q1 2019. 77 funds tracked by Wall St. Rank hold KMF as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,900 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q2 2019, an estimated $35K.
  • Mosaic Family Wealth first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2018 and held it in 3 quarters.
  • Mosaic Family Wealth's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $35K in Q1 2019.
  • 77 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.