AWMS
KKR icon

Advocacy Wealth Management Services’s KKR & Co KKR Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$168K Sell
8,150
-3,200
-28% -$64.2K 0.46% 44
2013
Q2 		$223K Buy
+11,350
New +$225K 0.89% 32

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPVHS
Lexington Partners VI Holdings Sub New York $227M AUM 24.75% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Advocacy Wealth Management Services's KKR Position: Q3 2013 in Review

Advocacy Wealth Management Services reduced its KKR & Co (KKR) stake by 28% in Q3 2013, selling an estimated $64.2K and leaving 8,150 shares worth $168K. The position accounts for 0.46% of the portfolio, ranked #44.

Advocacy Wealth Management Services first reported a position in KKR in Q2 2013 and has held it in 2 quarters since. The position peaked at $223K in Q2 2013. 210 funds tracked by Wall St. Rank hold KKR as of Q3 2013.

  • Advocacy Wealth Management Services held 8,150 shares of KKR & Co worth $168K as of Q3 2013.
  • Advocacy Wealth Management Services sold 3,200 KKR & Co shares in Q3 2013, an estimated $64.2K.
  • KKR & Co made up 0.46% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #44 holding.
  • Advocacy Wealth Management Services first reported a position in KKR & Co in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's KKR & Co position peaked at $223K in Q2 2013.
  • 210 funds tracked by Wall St. Rank held KKR & Co as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.