Winslow Evans & Crocker’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Winslow Evans & Crocker’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	-727	Closed	-$11K	–	1267
2017 Q2	$11K	Sell	727 -1	-0.1%	-$15	﹤0.01%	894
2017 Q1	$12K	Hold	728	–	–	﹤0.01%	855
2016 Q4	$11.6K	Hold	728	–	–	﹤0.01%	846
2016 Q3	$11.5K	Hold	728	–	–	﹤0.01%	867
2016 Q2	$10.4K	Buy	728 +1	+0.1%	+$13	﹤0.01%	866
2016 Q1	$7.69K	Sell	727 -1	-0.1%	-$10	﹤0.01%	943
2015 Q4	$8.99K	Sell	728 -700	-49%	-$11.9K	﹤0.01%	934
2015 Q3	$27K	Hold	1,428	–	–	0.01%	645
2015 Q2	$42.2K	Hold	1,428	–	–	0.01%	584
2015 Q1	$46.8K	Hold	1,428	–	–	0.01%	557
2014 Q4	$48.6K	Hold	1,428	–	–	0.01%	546
2014 Q3	$57.2K	Buy	1,428 +728	+104%	+$29.6K	0.02%	526
2014 Q2	$28.4K	Hold	700	–	–	0.01%	602
2014 Q1	$23.8K	Hold	700	–	–	0.01%	628
2013 Q4	$24K	Buy	+700	New	+$22.5K	0.01%	651

Other funds holding KMF

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

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 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

Winslow Evans & Crocker's KMF Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q3 2017, closing a stake of 727 shares — an estimated $11K sold.

Winslow Evans & Crocker first reported a position in KMF in Q4 2013 and held it in 15 quarters. The position peaked at $57.2K in Q3 2014. 47 funds tracked by Wall St. Rank hold KMF as of Q3 2017.

Winslow Evans & Crocker reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 727 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2017, an estimated $11K.
Winslow Evans & Crocker first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $57.2K in Q3 2014.
47 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.