AIM
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Assured Investment Management’s KKR & Co KKR Stock Holding History

Assured Investment Management’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
Q4 		– Sell
-119,623
Closed -$2.46M – 251
2013
Q3 		$2.46M Hold
119,623
– – 0.1% 119
2013
Q2 		$2.35M Buy
+119,623
New +$2.37M 0.1% 109

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
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Assured Investment Management's KKR Position: Q4 2013 in Review

Assured Investment Management sold out of KKR & Co (KKR) in Q4 2013, closing a stake of 119,623 shares — an estimated $2.46M sold.

Assured Investment Management first reported a position in KKR in Q2 2013 and held it in 2 quarters. The position peaked at $2.46M in Q3 2013. 243 funds tracked by Wall St. Rank hold KKR as of Q4 2013.

  • Assured Investment Management reported no remaining KKR & Co position as of Q4 2013 after selling out during the quarter.
  • Assured Investment Management sold 119,623 KKR & Co shares in Q4 2013, an estimated $2.46M.
  • Assured Investment Management first reported a position in KKR & Co in Q2 2013 and held it in 2 quarters.
  • Assured Investment Management's KKR & Co position peaked at $2.46M in Q3 2013.
  • 243 funds tracked by Wall St. Rank held KKR & Co as of Q4 2013.

Based on Assured Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.