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Avalon Investment & Advisory’s KKR & Co KKR Stock Holding History

Avalon Investment & Advisory’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
2017
Q3 		– Sell
-19,550
Closed -$364K – 379
2017
Q2 		$364K Buy
+19,550
New +$358K 0.01% 351
2014
Q3 		– Sell
-399,982
Closed -$9.73M – 193
2014
Q2 		$9.73M Buy
+399,982
New +$9.31M 0.49% 92

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Investment & Advisory's KKR Position: Q3 2017 in Review

Avalon Investment & Advisory sold out of KKR & Co (KKR) in Q3 2017, closing a stake of 19,550 shares — an estimated $364K sold.

Avalon Investment & Advisory first reported a position in KKR in Q2 2014 and held it in 2 quarters. The position peaked at $9.73M in Q2 2014. 316 funds tracked by Wall St. Rank hold KKR as of Q3 2017.

  • Avalon Investment & Advisory reported no remaining KKR & Co position as of Q3 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 19,550 KKR & Co shares in Q3 2017, an estimated $364K.
  • Avalon Investment & Advisory first reported a position in KKR & Co in Q2 2014 and held it in 2 quarters.
  • Avalon Investment & Advisory's KKR & Co position peaked at $9.73M in Q2 2014.
  • 316 funds tracked by Wall St. Rank held KKR & Co as of Q3 2017.

Based on Avalon Investment & Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.