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Advisory Research’s KKR & Co KKR Stock Holding History

Advisory Research’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-49,330
Closed -$769K – 271
2015
Q4 		$769K Sell
49,330
-9,220
-16% -$158K 0.01% 210
2015
Q3 		$982K Buy
58,550
+6,840
+13% +$145K 0.01% 206
2015
Q2 		$1.18M Buy
51,710
+28,000
+118% +$643K 0.01% 220
2015
Q1 		$541K Buy
+23,710
New +$560K 0.01% 289

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Advisory Research's KKR Position: Q1 2016 in Review

Advisory Research sold out of KKR & Co (KKR) in Q1 2016, closing a stake of 49,330 shares — an estimated $769K sold.

Advisory Research first reported a position in KKR in Q1 2015 and held it in 4 quarters. The position peaked at $1.18M in Q2 2015. 303 funds tracked by Wall St. Rank hold KKR as of Q1 2016.

  • Advisory Research reported no remaining KKR & Co position as of Q1 2016 after selling out during the quarter.
  • Advisory Research sold 49,330 KKR & Co shares in Q1 2016, an estimated $769K.
  • Advisory Research first reported a position in KKR & Co in Q1 2015 and held it in 4 quarters.
  • Advisory Research's KKR & Co position peaked at $1.18M in Q2 2015.
  • 303 funds tracked by Wall St. Rank held KKR & Co as of Q1 2016.

Based on Advisory Research's 13F filing for Q1 2016, filed 16 May 2016.