BIG
KKR icon

Bellwether Investment Group’s KKR & Co KKR Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-500
Closed -$9K – 345
2017
Q1 		$9K Buy
500
+300
+150% +$5.33K 0.02% 517
2016
Q4 		$3K Buy
+200
New +$3.02K ﹤0.01% 860
2016
Q2 		$2K Buy
+200
New +$2.68K ﹤0.01% 574

Other funds holding KKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bellwether Investment Group's KKR Position: Q2 2017 in Review

Bellwether Investment Group sold out of KKR & Co (KKR) in Q2 2017, closing a stake of 500 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in KKR in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q1 2017. 319 funds tracked by Wall St. Rank hold KKR as of Q2 2017.

  • Bellwether Investment Group reported no remaining KKR & Co position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 500 KKR & Co shares in Q2 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in KKR & Co in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's KKR & Co position peaked at $9K in Q1 2017.
  • 319 funds tracked by Wall St. Rank held KKR & Co as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.