WT
KMF

Whittier Trust’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Whittier Trust’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
Q1 		– Sell
-62
Closed -$1K – 1514
2018
Q4 		$1K Buy
+62
New +$691 ﹤0.01% 1312

Other funds holding KMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Whittier Trust's KMF Position: Q1 2019 in Review

Whittier Trust sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2019, closing a stake of 62 shares — an estimated $1K sold.

Whittier Trust first reported a position in KMF in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 83 funds tracked by Wall St. Rank hold KMF as of Q1 2019.

  • Whittier Trust reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2019 after selling out during the quarter.
  • Whittier Trust sold 62 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2019, an estimated $1K.
  • Whittier Trust first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2018 and held it in 1 quarter.
  • Whittier Trust's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $1K in Q4 2018.
  • 83 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2019.

Based on Whittier Trust's 13F filing for Q1 2019, filed 29 Apr 2019.