SWM
KMF

Spire Wealth Management’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Spire Wealth Management’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
2021
Q2 		– Sell
-25,710
Closed -$167K – 3053
2021
Q1 		$167K Buy
+25,710
New +$164K ﹤0.01% 1146

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Spire Wealth Management's KMF Position: Q2 2021 in Review

Spire Wealth Management sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q2 2021, closing a stake of 25,710 shares — an estimated $167K sold.

Spire Wealth Management first reported a position in KMF in Q1 2021 and held it in 1 quarter. The position peaked at $167K in Q1 2021. 73 funds tracked by Wall St. Rank hold KMF as of Q2 2021.

  • Spire Wealth Management reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 25,710 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q2 2021, an estimated $167K.
  • Spire Wealth Management first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $167K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.