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

Winch 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
2017 Q3	–	Sell	-438	Closed	-$7K	–	329
2017 Q2	$7K	Buy	438 +4	+0.9%	+$62	﹤0.01%	209
2017 Q1	$7K	Buy	434 +5	+1%	+$82	﹤0.01%	193
2016 Q4	$7K	Buy	429 +5	+1%	+$76	﹤0.01%	172
2016 Q3	$7K	Buy	+424	New	+$6.14K	0.01%	180

Other funds holding KMF

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Winch Advisory Services's KMF Position: Q3 2017 in Review

Winch Advisory Services sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2017, closing a stake of 438 shares — an estimated $7K sold.

Winch Advisory Services first reported a position in KMF in Q3 2016 and held it in 4 quarters. The position peaked at $7K in Q2 2017. 47 funds tracked by Wall St. Rank hold KMF as of Q3 2017.

Winch Advisory Services reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2017 after selling out during the quarter.
Winch Advisory Services sold 438 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2017, an estimated $7K.
Winch Advisory Services first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2016 and held it in 4 quarters.
Winch Advisory Services's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $7K in Q2 2017.
47 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.