OC
KMF

Oakworth Capital’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Oakworth Capital’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
-114
Closed -$1K – 612
2018
Q3 		$1K Buy
+114
New +$1.49K ﹤0.01% 599

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

Oakworth Capital's KMF Position: Q4 2018 in Review

Oakworth Capital sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2018, closing a stake of 114 shares — an estimated $1K sold.

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

  • Oakworth Capital reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2018 after selling out during the quarter.
  • Oakworth Capital sold 114 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2018, an estimated $1K.
  • Oakworth Capital first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2018 and held it in 1 quarter.
  • Oakworth Capital's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $1K in Q3 2018.
  • 88 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2018.

Based on Oakworth Capital's 13F filing for Q4 2018, filed 13 Feb 2019.