BTS
KIO

BB&T Securities’s KKR Income Opportunities Fund KIO Stock Holding History

BB&T Securities’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,110
Closed -$158K – 1634
2018
Q4 		$158K Sell
11,110
-10,020
-47% -$155K ﹤0.01% 1391
2018
Q3 		$346K Sell
21,130
-2,713
-11% -$45.4K ﹤0.01% 1266
2018
Q2 		$394K Sell
23,843
-1,497
-6% -$24.2K ﹤0.01% 1173
2018
Q1 		$402K Sell
25,340
-2,895
-10% -$45.9K ﹤0.01% 1114
2017
Q4 		$453K Buy
+28,235
New +$466K 0.01% 1036

Other funds holding KIO

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BB&T Securities's KIO Position: Q1 2019 in Review

BB&T Securities sold out of KKR Income Opportunities Fund (KIO) in Q1 2019, closing a stake of 11,110 shares — an estimated $158K sold.

BB&T Securities first reported a position in KIO in Q4 2017 and held it in 5 quarters. The position peaked at $453K in Q4 2017. 50 funds tracked by Wall St. Rank hold KIO as of Q1 2019.

  • BB&T Securities reported no remaining KKR Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • BB&T Securities sold 11,110 KKR Income Opportunities Fund shares in Q1 2019, an estimated $158K.
  • BB&T Securities first reported a position in KKR Income Opportunities Fund in Q4 2017 and held it in 5 quarters.
  • BB&T Securities's KKR Income Opportunities Fund position peaked at $453K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2019.

Based on BB&T Securities's 13F filing for Q1 2019, filed 14 May 2019.