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Beach Investment Management’s KKR & Co KKR Stock Holding History

Beach Investment 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
2018
Q2 		– Sell
-23,080
Closed -$469K – 47
2018
Q1 		$469K Hold
23,080
– – 0.76% 39
2017
Q4 		$486K Hold
23,080
– – 0.74% 37
2017
Q3 		$469K Sell
23,080
-6,140
-21% -$116K 0.82% 38
2017
Q2 		$543K Hold
29,220
– – 0.82% 38
2017
Q1 		$533K Buy
+29,220
New +$519K 0.84% 39
2014
Q3 		– Sell
-25,980
Closed -$632K – 52
2014
Q2 		$632K Buy
+25,980
New +$605K 0.87% 43

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Beach Investment Management's KKR Position: Q2 2018 in Review

Beach Investment Management sold out of KKR & Co (KKR) in Q2 2018, closing a stake of 23,080 shares — an estimated $469K sold.

Beach Investment Management first reported a position in KKR in Q2 2014 and held it in 6 quarters. The position peaked at $632K in Q2 2014. 292 funds tracked by Wall St. Rank hold KKR as of Q2 2018.

  • Beach Investment Management reported no remaining KKR & Co position as of Q2 2018 after selling out during the quarter.
  • Beach Investment Management sold 23,080 KKR & Co shares in Q2 2018, an estimated $469K.
  • Beach Investment Management first reported a position in KKR & Co in Q2 2014 and held it in 6 quarters.
  • Beach Investment Management's KKR & Co position peaked at $632K in Q2 2014.
  • 292 funds tracked by Wall St. Rank held KKR & Co as of Q2 2018.

Based on Beach Investment Management's 13F filing for Q2 2018, filed 30 Jul 2018.