Wealth Enhancement Advisory Services
KMF

Wealth Enhancement Advisory Services’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Wealth Enhancement Advisory Services’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
-28,100
Closed -$200K – 2464
2023
Q3 		$200K Buy
+28,100
New +$207K ﹤0.01% 2008

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

Wealth Enhancement Advisory Services's KMF Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 28,100 shares — an estimated $200K sold.

Wealth Enhancement Advisory Services first reported a position in KMF in Q3 2023 and held it in 1 quarter. The position peaked at $200K in Q3 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 28,100 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $200K.
  • Wealth Enhancement Advisory Services first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $200K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.