Sunbelt Securities’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Sunbelt Securities’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	-28,872	Closed	-$304K	–	688
2019 Q4	$304K	Sell	28,872 -602	-2%	-$6.11K	0.03%	441
2019 Q3	$319K	Buy	29,474 +14,444	+96%	+$160K	0.04%	404
2019 Q2	$174K	Hold	15,030	–	–	0.08%	256
2019 Q1	$179K	Hold	15,030	–	–	0.09%	223
2018 Q4	$145K	Hold	15,030	–	–	0.08%	204
2018 Q3	$192K	Buy	15,030 +1,575	+12%	+$20.6K	0.1%	213
2018 Q2	$174K	Hold	13,455	–	–	0.1%	206
2018 Q1	$158K	Hold	13,455	–	–	0.14%	178
2017 Q4	$186K	Hold	13,455	–	–	0.18%	164
2017 Q3	$198K	Buy	+13,455	New	+$193K	0.21%	154
2017 Q2	–	Sell	-13,455	Closed	-$222K	–	95
2017 Q1	$222K	Hold	13,455	–	–	0.33%	81
2016 Q4	$214K	Buy	+13,455	New	+$204K	0.33%	81

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

Sunbelt Securities's KMF Position: Q1 2020 in Review

Sunbelt Securities sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2020, closing a stake of 28,872 shares — an estimated $304K sold.

Sunbelt Securities first reported a position in KMF in Q4 2016 and held it in 12 quarters. The position peaked at $319K in Q3 2019. 75 funds tracked by Wall St. Rank hold KMF as of Q1 2020.

Sunbelt Securities reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2020 after selling out during the quarter.
Sunbelt Securities sold 28,872 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2020, an estimated $304K.
Sunbelt Securities first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2016 and held it in 12 quarters.
Sunbelt Securities's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $319K in Q3 2019.
75 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.