BFIC
KFH.CL

Bedell Frazier Investment Counselling’s KKR Financial Holdings LLC KFH.CL Stock Holding History

Bedell Frazier Investment Counselling’s Portfolio KFH.CL Stock Details KFH.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-59,075
Closed -$1.58M – 69
2013
Q4 		$1.58M Buy
59,075
+3,200
+6% +$86.3K 0.74% 41
2013
Q3 		$1.5M Buy
55,875
+17,475
+46% +$473K 0.72% 41
2013
Q2 		$1.03M Buy
+38,400
New +$1.09M 0.51% 42

Other funds holding KFH.CL

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
G
GlobalBridge Minneapolis, Minnesota $215M AUM 22.99% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Bedell Frazier Investment Counselling's KFH.CL Position: Q1 2014 in Review

Bedell Frazier Investment Counselling sold out of KKR Financial Holdings LLC (KFH.CL) in Q1 2014, closing a stake of 59,075 shares — an estimated $1.58M sold.

Bedell Frazier Investment Counselling first reported a position in KFH.CL in Q2 2013 and held it in 3 quarters. The position peaked at $1.58M in Q4 2013. 6 funds tracked by Wall St. Rank hold KFH.CL as of Q1 2014.

  • Bedell Frazier Investment Counselling reported no remaining KKR Financial Holdings LLC position as of Q1 2014 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 59,075 KKR Financial Holdings LLC shares in Q1 2014, an estimated $1.58M.
  • Bedell Frazier Investment Counselling first reported a position in KKR Financial Holdings LLC in Q2 2013 and held it in 3 quarters.
  • Bedell Frazier Investment Counselling's KKR Financial Holdings LLC position peaked at $1.58M in Q4 2013.
  • 6 funds tracked by Wall St. Rank held KKR Financial Holdings LLC as of Q1 2014.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2014, filed 23 Apr 2014.