OPS
KMF

Orion Portfolio Solutions’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-16,613
Closed -$75K – 2190
2020
Q2 		$75K Buy
16,613
+16,161
+3,575% +$72K ﹤0.01% 609
2020
Q1 		$2K Buy
+452
New +$3.74K ﹤0.01% 1650

Other funds holding KMF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Orion Portfolio Solutions's KMF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2020, closing a stake of 16,613 shares — an estimated $75K sold.

Orion Portfolio Solutions first reported a position in KMF in Q1 2020 and held it in 2 quarters. The position peaked at $75K in Q2 2020. 71 funds tracked by Wall St. Rank hold KMF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 16,613 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2020, an estimated $75K.
  • Orion Portfolio Solutions first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $75K in Q2 2020.
  • 71 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.