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Concert Wealth Management’s KKR & Co KKR Stock Holding History

Concert Wealth Management’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
Q3 		– Sell
-37,625
Closed -$699K – 86
2017
Q2 		$699K Sell
37,625
-7,211
-16% -$132K 0.68% 41
2017
Q1 		$689K Buy
44,836
+1,000
+2% +$17.8K 0.16% 189
2016
Q4 		$674K Buy
43,836
+2,333
+6% +$35.2K 0.15% 198
2016
Q3 		$588K Sell
41,503
-547
-1% -$7.76K 0.07% 343
2016
Q2 		$517K Sell
42,050
-4,175
-9% -$55.9K 0.07% 337
2016
Q1 		$676K Buy
+46,225
New +$629K 0.09% 275
2015
Q4 		– Hold
0
– – – 238
2015
Q3 		– Sell
-45,475
Closed -$966K – 249
2015
Q2 		$1.04M Sell
45,475
-7,777
-15% -$179K 0.13% 195
2015
Q1 		$17K Buy
53,252
+2,892
+6% +$68.3K ﹤0.01% 463
2014
Q4 		$1.17M Buy
50,360
+2,154
+4% +$47.2K 0.18% 142
2014
Q3 		$1.07M Buy
48,206
+3,462
+8% +$81.2K 0.14% 116
2014
Q2 		$1.07M Sell
44,744
-3,704
-8% -$86.2K 0.13% 127
2014
Q1 		$1.09M Buy
48,448
+3,728
+8% +$90.3K 0.14% 121
2013
Q4 		$1.09M Buy
44,720
+3,131
+8% +$72K 0.14% 119
2013
Q3 		$858K Buy
+41,589
New +$834K 0.12% 143
2013
Q2 		– Hold
0
– – – 169

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concert Wealth Management's KKR Position: Q3 2017 in Review

Concert Wealth Management sold out of KKR & Co (KKR) in Q3 2017, closing a stake of 37,625 shares — an estimated $699K sold.

Concert Wealth Management first reported a position in KKR in Q3 2013 and held it in 14 quarters. The position peaked at $1.17M in Q4 2014. 316 funds tracked by Wall St. Rank hold KKR as of Q3 2017.

  • Concert Wealth Management reported no remaining KKR & Co position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 37,625 KKR & Co shares in Q3 2017, an estimated $699K.
  • Concert Wealth Management first reported a position in KKR & Co in Q3 2013 and held it in 14 quarters.
  • Concert Wealth Management's KKR & Co position peaked at $1.17M in Q4 2014.
  • 316 funds tracked by Wall St. Rank held KKR & Co as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.