SWP
KMF

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

Stratos Wealth Partners’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
2018
Q2 		– Sell
-600
Closed -$7K – 2740
2018
Q1 		$7K Hold
600
– – ﹤0.01% 2501
2017
Q4 		$8K Buy
+600
New +$8.07K ﹤0.01% 2249

Other funds holding KMF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Stratos Wealth Partners's KMF Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q2 2018, closing a stake of 600 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in KMF in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q4 2017. 49 funds tracked by Wall St. Rank hold KMF as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 600 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q2 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $8K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.