TPWA
KMF

TRUE Private Wealth Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

TRUE Private Wealth 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
2020
Q2 		– Sell
-1,934
Closed -$6K – 767
2020
Q1 		$6K Buy
+1,934
New +$16K ﹤0.01% 514
2019
Q3 		– Sell
-2,533
Closed -$29K – 765
2019
Q2 		$29K Buy
+2,533
New +$29.7K ﹤0.01% 409

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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
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

TRUE Private Wealth Advisors's KMF Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q2 2020, closing a stake of 1,934 shares — an estimated $6K sold.

TRUE Private Wealth Advisors first reported a position in KMF in Q2 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 66 funds tracked by Wall St. Rank hold KMF as of Q2 2020.

  • TRUE Private Wealth Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q2 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,934 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q2 2020, an estimated $6K.
  • TRUE Private Wealth Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2019 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $29K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.