Realta Investment Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Realta Investment 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
2020 Q1	–	Sell	-3,012	Closed	-$29K	–	1490
2019 Q4	$29K	Sell	3,012 -2,261	-43%	-$23K	0.01%	815
2019 Q3	$56K	Sell	5,273 -9,686	-65%	-$107K	0.02%	644
2019 Q2	$173K	Buy	14,959 +7,218	+93%	+$84.7K	0.05%	366
2019 Q1	$92K	Buy	+7,741	New	+$87.5K	0.04%	409

Other funds holding KMF

RJA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

RCM

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Realta Investment Advisors's KMF Position: Q1 2020 in Review

Realta Investment Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2020, closing a stake of 3,012 shares — an estimated $29K sold.

Realta Investment Advisors first reported a position in KMF in Q1 2019 and held it in 4 quarters. The position peaked at $173K in Q2 2019. 75 funds tracked by Wall St. Rank hold KMF as of Q1 2020.

Realta Investment Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 3,012 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2020, an estimated $29K.
Realta Investment Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $173K in Q2 2019.
75 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.