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Ancora Family Wealth Advisors’s KKR & Co KKR Stock Holding History

Ancora Family Wealth Advisors’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
Q3 		$237K Buy
16,615
+411
+3% +$5.83K 0.08% 191
2016
Q2 		$200K Sell
16,204
-14,177
-47% -$190K 0.08% 180
2016
Q1 		$446K Buy
30,381
+15,973
+111% +$217K 0.18% 127
2015
Q4 		$225K Sell
14,408
-5,889
-29% -$101K 0.1% 165
2015
Q3 		$341K Buy
+20,297
New +$431K 0.14% 146

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Ancora Family Wealth Advisors's KKR Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its KKR & Co (KKR) stake by 2.5% in Q3 2016, buying an estimated $5.83K and bringing the position to 16,615 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #191.

Ancora Family Wealth Advisors first reported a position in KKR in Q3 2015 and has held it in 5 quarters since. The position peaked at $446K in Q1 2016. 293 funds tracked by Wall St. Rank hold KKR as of Q3 2016.

  • Ancora Family Wealth Advisors held 16,615 shares of KKR & Co worth $237K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 411 KKR & Co shares in Q3 2016, an estimated $5.83K.
  • KKR & Co made up 0.08% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #191 holding.
  • Ancora Family Wealth Advisors first reported a position in KKR & Co in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's KKR & Co position peaked at $446K in Q1 2016.
  • 293 funds tracked by Wall St. Rank held KKR & Co as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.