OTA Financial Group’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

OTA Financial Group’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
2023 Q1	–	Sell	-153,557	Closed	-$1.15M	–	88
2022 Q4	$1.15M	Buy	+153,557	New	+$1.17M	1.15%	12
2022 Q3	–	Sell	-33,233	Closed	-$249K	–	137
2022 Q2	$249K	Buy	+33,233	New	+$273K	0.12%	75

Other funds holding KMF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

OTA Financial Group's KMF Position: Q1 2023 in Review

OTA Financial Group sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2023, closing a stake of 153,557 shares — an estimated $1.15M sold.

OTA Financial Group first reported a position in KMF in Q2 2022 and held it in 2 quarters. The position peaked at $1.15M in Q4 2022. 83 funds tracked by Wall St. Rank hold KMF as of Q1 2023.

OTA Financial Group reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2023 after selling out during the quarter.
OTA Financial Group sold 153,557 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2023, an estimated $1.15M.
OTA Financial Group first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2022 and held it in 2 quarters.
OTA Financial Group's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $1.15M in Q4 2022.
83 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.