TLA
KMF

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

Tanglewood Legacy 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
2023
Q4 		– Sell
-4,060
Closed -$28.9K – 295
2023
Q3 		$28.9K Hold
4,060
– – 0.02% 193
2023
Q2 		$28.8K Hold
4,060
– – 0.02% 193
2023
Q1 		$31.2K Hold
4,060
– – 0.02% 183
2022
Q4 		$30.5K Buy
+4,060
New +$31K 0.02% 159

Other funds holding KMF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Tanglewood Legacy Advisors's KMF Position: Q4 2023 in Review

Tanglewood Legacy Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 4,060 shares — an estimated $28.9K sold.

Tanglewood Legacy Advisors first reported a position in KMF in Q4 2022 and held it in 4 quarters. The position peaked at $31.2K in Q1 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

  • Tanglewood Legacy Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 4,060 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $28.9K.
  • Tanglewood Legacy Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2022 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $31.2K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.