WAS
KMF

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 $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return