WAM
KMF

Wealthspire Advisors (Maryland)’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-728
Closed -$9K – 2210
2019
Q1 		$9K Hold
728
– – ﹤0.01% 1596
2018
Q4 		$7K Hold
728
– – ﹤0.01% 1619
2018
Q3 		$9K Buy
+728
New +$9.54K ﹤0.01% 1580

Other funds holding KMF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KMF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q2 2019, closing a stake of 728 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in KMF in Q3 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2019. 77 funds tracked by Wall St. Rank hold KMF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 728 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $9K in Q1 2019.
  • 77 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.