Advisory Research’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-49,330
Closed -$769K 271
2015
Q4
$769K Sell
49,330
-9,220
-16% -$144K 0.01% 210
2015
Q3
$982K Buy
58,550
+6,840
+13% +$115K 0.01% 206
2015
Q2
$1.18M Buy
51,710
+28,000
+118% +$640K 0.01% 220
2015
Q1
$541K Buy
+23,710
New +$541K 0.01% 289