VFA
KMF

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

Valeo 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
2018
Q3 		– Sell
-218
Closed -$3K – 1890
2018
Q2 		$3K Buy
+218
New +$2.78K ﹤0.01% 1293

Other funds holding KMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Valeo Financial Advisors's KMF Position: Q3 2018 in Review

Valeo Financial Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2018, closing a stake of 218 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in KMF in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 82 funds tracked by Wall St. Rank hold KMF as of Q3 2018.

  • Valeo Financial Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 218 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2018, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q2 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $3K in Q2 2018.
  • 82 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.