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Burt Wealth Advisors’s KKR & Co KKR Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-250
Closed -$4K – 495
2016
Q1 		$4K Buy
250
+181
+262% +$2.46K ﹤0.01% 402
2015
Q4 		$1K Buy
69
+1
+1% +$17 ﹤0.01% 496
2015
Q3 		$1K Buy
68
+2
+3% +$43 ﹤0.01% 367
2015
Q2 		$2K Buy
66
+1
+2% +$23 ﹤0.01% 350
2015
Q1 		$1K Buy
65
+1
+2% +$24 ﹤0.01% 340
2014
Q4 		$1K Buy
+64
New +$1.4K ﹤0.01% 338

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Burt Wealth Advisors's KKR Position: Q2 2016 in Review

Burt Wealth Advisors sold out of KKR & Co (KKR) in Q2 2016, closing a stake of 250 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in KKR in Q4 2014 and held it in 6 quarters. The position peaked at $4K in Q1 2016. 304 funds tracked by Wall St. Rank hold KKR as of Q2 2016.

  • Burt Wealth Advisors reported no remaining KKR & Co position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 250 KKR & Co shares in Q2 2016, an estimated $4K.
  • Burt Wealth Advisors first reported a position in KKR & Co in Q4 2014 and held it in 6 quarters.
  • Burt Wealth Advisors's KKR & Co position peaked at $4K in Q1 2016.
  • 304 funds tracked by Wall St. Rank held KKR & Co as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.