BWP
KFN

Baldwin Wealth Partners’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Baldwin Wealth Partners’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
2013
Q4 		– Sell
-33,000
Closed -$341K – 261
2013
Q3 		$341K Hold
33,000
– – 0.06% 182
2013
Q2 		$348K Buy
+33,000
New +$353K 0.07% 166

Other funds holding KFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Wealth Partners's KFN Position: Q4 2013 in Review

Baldwin Wealth Partners sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q4 2013, closing a stake of 33,000 shares — an estimated $341K sold.

Baldwin Wealth Partners first reported a position in KFN in Q2 2013 and held it in 2 quarters. The position peaked at $348K in Q2 2013. 135 funds tracked by Wall St. Rank hold KFN as of Q4 2013.

  • Baldwin Wealth Partners reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q4 2013 after selling out during the quarter.
  • Baldwin Wealth Partners sold 33,000 KKR FINANCIAL HOLDINGS LLC COM shares in Q4 2013, an estimated $341K.
  • Baldwin Wealth Partners first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 2 quarters.
  • Baldwin Wealth Partners's KKR FINANCIAL HOLDINGS LLC COM position peaked at $348K in Q2 2013.
  • 135 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q4 2013.

Based on Baldwin Wealth Partners's 13F filing for Q4 2013, filed 12 Feb 2014.