RIA
KMF

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

Regal 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
2015
Q4 		– Sell
-250
Closed -$4K – 922
2015
Q3 		$4K Hold
250
– – ﹤0.01% 851
2015
Q2 		$7K Sell
250
-280
-53% -$9.17K ﹤0.01% 711
2015
Q1 		$17K Buy
+530
New +$17.3K ﹤0.01% 592

Other funds holding KMF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return

Regal Investment Advisors's KMF Position: Q4 2015 in Review

Regal Investment Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2015, closing a stake of 250 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in KMF in Q1 2015 and held it in 3 quarters. The position peaked at $17K in Q1 2015. 41 funds tracked by Wall St. Rank hold KMF as of Q4 2015.

  • Regal Investment Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 250 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $17K in Q1 2015.
  • 41 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.