WAP
KMF

Wealthcare Advisory Partners’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-600
Closed -$4K – 1996
2021
Q1 		$4K Buy
+600
New +$3.83K ﹤0.01% 1744
2020
Q2 		– Sell
-1,200
Closed -$4K – 1444
2020
Q1 		$4K Buy
+1,200
New +$9.93K ﹤0.01% 1193

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Wealthcare Advisory Partners's KMF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q2 2021, closing a stake of 600 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in KMF in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 73 funds tracked by Wall St. Rank hold KMF as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 600 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q2 2021, an estimated $4K.
  • Wealthcare Advisory Partners first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $4K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.