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Clarfeld Financial Advisors’s KKR & Co KKR Stock Holding History

Clarfeld Financial 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
2018
Q4 		$10K Buy
+500
New +$11.4K 0.01% 225

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Clarfeld Financial Advisors's KKR Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in KKR & Co (KKR) in Q4 2018: 500 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings.

366 funds tracked by Wall St. Rank hold KKR as of Q4 2018.

  • Clarfeld Financial Advisors held 500 shares of KKR & Co worth $10K as of Q4 2018.
  • KKR & Co was a new Clarfeld Financial Advisors position in Q4 2018.
  • KKR & Co made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #225 holding.
  • 366 funds tracked by Wall St. Rank held KKR & Co as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.