6M
KIO

6 Meridian’s KKR Income Opportunities Fund KIO Stock Holding History

6 Meridian’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-20,383
Closed -$327K – 468
2017
Q4 		$327K Buy
+20,383
New +$337K 0.04% 369

Other funds holding KIO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

6 Meridian's KIO Position: Q1 2018 in Review

6 Meridian sold out of KKR Income Opportunities Fund (KIO) in Q1 2018, closing a stake of 20,383 shares — an estimated $327K sold.

6 Meridian first reported a position in KIO in Q4 2017 and held it in 1 quarter. The position peaked at $327K in Q4 2017. 44 funds tracked by Wall St. Rank hold KIO as of Q1 2018.

  • 6 Meridian reported no remaining KKR Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • 6 Meridian sold 20,383 KKR Income Opportunities Fund shares in Q1 2018, an estimated $327K.
  • 6 Meridian first reported a position in KKR Income Opportunities Fund in Q4 2017 and held it in 1 quarter.
  • 6 Meridian's KKR Income Opportunities Fund position peaked at $327K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2018.

Based on 6 Meridian's 13F filing for Q1 2018, filed 9 May 2018.