BRWA
KFN

B. Riley Wealth Advisors’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

B. Riley Wealth Advisors’s Portfolio KFN Stock Details KFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-19,791
Closed -$229K – 2483
2014
Q1 		$229K Buy
19,791
+418
+2% +$5.11K 0.07% 341
2013
Q4 		$236K Sell
19,373
-677
-3% -$6.94K 0.08% 298
2013
Q3 		$207K Buy
20,050
+4,700
+31% +$49.2K 0.07% 323
2013
Q2 		$162K Buy
+15,350
New +$164K 0.06% 405

Other funds holding KFN

PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

B. Riley Wealth Advisors's KFN Position: Q2 2014 in Review

B. Riley Wealth Advisors sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q2 2014, closing a stake of 19,791 shares — an estimated $229K sold.

B. Riley Wealth Advisors first reported a position in KFN in Q2 2013 and held it in 4 quarters. The position peaked at $236K in Q4 2013. 1 fund tracked by Wall St. Rank holds KFN as of Q2 2014.

  • B. Riley Wealth Advisors reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 19,791 KKR FINANCIAL HOLDINGS LLC COM shares in Q2 2014, an estimated $229K.
  • B. Riley Wealth Advisors first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 4 quarters.
  • B. Riley Wealth Advisors's KKR FINANCIAL HOLDINGS LLC COM position peaked at $236K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q2 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.