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Berger Financial Group’s KKR Income Opportunities Fund KIO Stock Holding History

Berger Financial Group’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
2021
Q2 		– Sell
-13,516
Closed -$214K – 207
2021
Q1 		$214K Sell
13,516
-2,192
-14% -$33.3K 0.05% 184
2020
Q4 		$227K Buy
+15,708
New +$219K 0.04% 190

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Berger Financial Group's KIO Position: Q2 2021 in Review

Berger Financial Group sold out of KKR Income Opportunities Fund (KIO) in Q2 2021, closing a stake of 13,516 shares — an estimated $214K sold.

Berger Financial Group first reported a position in KIO in Q4 2020 and held it in 2 quarters. The position peaked at $227K in Q4 2020. 47 funds tracked by Wall St. Rank hold KIO as of Q2 2021.

  • Berger Financial Group reported no remaining KKR Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Berger Financial Group sold 13,516 KKR Income Opportunities Fund shares in Q2 2021, an estimated $214K.
  • Berger Financial Group first reported a position in KKR Income Opportunities Fund in Q4 2020 and held it in 2 quarters.
  • Berger Financial Group's KKR Income Opportunities Fund position peaked at $227K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2021.

Based on Berger Financial Group's 13F filing for Q2 2021, filed 29 Jul 2021.