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Asset Planning Services (Pennsylvania)’s KKR & Co KKR Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q2 		– Sell
-268
Closed -$4K – 290
2016
Q1 		$4K Buy
268
+3
+1% +$41 ﹤0.01% 231
2015
Q4 		$4K Buy
265
+5
+2% +$85 ﹤0.01% 206
2015
Q3 		$4K Buy
260
+5
+2% +$106 ﹤0.01% 202
2015
Q2 		$6K Buy
+255
New +$5.86K 0.01% 202

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s KKR Position: Q2 2016 in Review

Asset Planning Services (Pennsylvania) sold out of KKR & Co (KKR) in Q2 2016, closing a stake of 268 shares — an estimated $4K sold.

Asset Planning Services (Pennsylvania) first reported a position in KKR in Q2 2015 and held it in 4 quarters. The position peaked at $6K in Q2 2015. 304 funds tracked by Wall St. Rank hold KKR as of Q2 2016.

  • Asset Planning Services (Pennsylvania) reported no remaining KKR & Co position as of Q2 2016 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 268 KKR & Co shares in Q2 2016, an estimated $4K.
  • Asset Planning Services (Pennsylvania) first reported a position in KKR & Co in Q2 2015 and held it in 4 quarters.
  • Asset Planning Services (Pennsylvania)'s KKR & Co position peaked at $6K in Q2 2015.
  • 304 funds tracked by Wall St. Rank held KKR & Co as of Q2 2016.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2016, filed 13 Jan 2017.