UCFA
KMF

United Capital Financial Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

United Capital Financial 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
2015
Q3 		– Sell
-63,048
Closed -$1.75M – 1333
2015
Q2 		$1.75M Sell
63,048
-22,535
-26% -$738K 0.02% 600
2015
Q1 		$2.99M Sell
85,583
-16,016
-16% -$523K 0.04% 462
2014
Q4 		$3.46M Buy
101,599
+86,141
+557% +$3.1M 0.05% 340
2014
Q3 		$620K Buy
+15,458
New +$628K 0.01% 728

Other funds holding KMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

United Capital Financial Advisors's KMF Position: Q3 2015 in Review

United Capital Financial Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2015, closing a stake of 63,048 shares — an estimated $1.75M sold.

United Capital Financial Advisors first reported a position in KMF in Q3 2014 and held it in 4 quarters. The position peaked at $3.46M in Q4 2014. 43 funds tracked by Wall St. Rank hold KMF as of Q3 2015.

  • United Capital Financial Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 63,048 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2015, an estimated $1.75M.
  • United Capital Financial Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2014 and held it in 4 quarters.
  • United Capital Financial Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $3.46M in Q4 2014.
  • 43 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.