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Boston Private Bank & Trust’s KKR & Co KKR Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$14K Hold
600
– – ﹤0.01% 776
2014
Q4 		$14K Hold
600
– – ﹤0.01% 803
2014
Q3 		$13K Sell
600
-1,640
-73% -$38.5K ﹤0.01% 832
2014
Q2 		$54K Sell
2,240
-100
-4% -$2.33K ﹤0.01% 562
2014
Q1 		$53K Hold
2,340
– – ﹤0.01% 584
2013
Q4 		$57K Buy
2,340
+1,000
+75% +$23K ﹤0.01% 565
2013
Q3 		$28K Buy
1,340
+200
+18% +$4.01K ﹤0.01% 649
2013
Q2 		$22K Buy
+1,140
New +$22.6K ﹤0.01% 663

Other funds holding KKR

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
LPVHS
Lexington Partners VI Holdings Sub New York $227M AUM 24.75% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Private Bank & Trust's KKR Position: Q1 2015 in Review

Boston Private Bank & Trust held its KKR & Co (KKR) position steady in Q1 2015 at 600 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Boston Private Bank & Trust first reported a position in KKR in Q2 2013 and has held it in 8 quarters since. The position peaked at $57K in Q4 2013. 321 funds tracked by Wall St. Rank hold KKR as of Q1 2015.

  • Boston Private Bank & Trust held 600 shares of KKR & Co worth $14K as of Q1 2015.
  • Boston Private Bank & Trust left its KKR & Co share count unchanged in Q1 2015.
  • KKR & Co made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #776 holding.
  • Boston Private Bank & Trust first reported a position in KKR & Co in Q2 2013 and has held it in 8 quarters since.
  • Boston Private Bank & Trust's KKR & Co position peaked at $57K in Q4 2013.
  • 321 funds tracked by Wall St. Rank held KKR & Co as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.