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B. Riley Wealth Management’s KKR & Co KKR Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-5,184
Closed -$118K – 486
2015
Q2 		$118K Sell
5,184
-1,023
-16% -$23.5K 0.09% 244
2015
Q1 		$141K Buy
6,207
+22
+0.4% +$519 0.11% 233
2014
Q4 		$143K Buy
6,185
+30
+0.5% +$657 0.12% 209
2014
Q3 		$137K Buy
6,155
+1,041
+20% +$24.4K 0.1% 244
2014
Q2 		$124K Buy
5,114
+3,017
+144% +$70.2K 0.08% 306
2014
Q1 		$48K Buy
+2,097
New +$50.8K 0.04% 449

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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

B. Riley Wealth Management's KKR Position: Q3 2015 in Review

B. Riley Wealth Management sold out of KKR & Co (KKR) in Q3 2015, closing a stake of 5,184 shares — an estimated $118K sold.

B. Riley Wealth Management first reported a position in KKR in Q1 2014 and held it in 6 quarters. The position peaked at $143K in Q4 2014. 329 funds tracked by Wall St. Rank hold KKR as of Q3 2015.

  • B. Riley Wealth Management reported no remaining KKR & Co position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,184 KKR & Co shares in Q3 2015, an estimated $118K.
  • B. Riley Wealth Management first reported a position in KKR & Co in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's KKR & Co position peaked at $143K in Q4 2014.
  • 329 funds tracked by Wall St. Rank held KKR & Co as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.