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Cornerstone Financial Partners’s KKR & Co KKR Stock Holding History

Cornerstone Financial Partners’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
Q1 		– Sell
-11,354
Closed -$178K – 161
2015
Q4 		$178K Buy
+11,354
New +$194K 0.07% 139

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Cornerstone Financial Partners's KKR Position: Q1 2016 in Review

Cornerstone Financial Partners sold out of KKR & Co (KKR) in Q1 2016, closing a stake of 11,354 shares — an estimated $178K sold.

Cornerstone Financial Partners first reported a position in KKR in Q4 2015 and held it in 1 quarter. The position peaked at $178K in Q4 2015. 303 funds tracked by Wall St. Rank hold KKR as of Q1 2016.

  • Cornerstone Financial Partners reported no remaining KKR & Co position as of Q1 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 11,354 KKR & Co shares in Q1 2016, an estimated $178K.
  • Cornerstone Financial Partners first reported a position in KKR & Co in Q4 2015 and held it in 1 quarter.
  • Cornerstone Financial Partners's KKR & Co position peaked at $178K in Q4 2015.
  • 303 funds tracked by Wall St. Rank held KKR & Co as of Q1 2016.

Based on Cornerstone Financial Partners's 13F filing for Q1 2016, filed 6 May 2016.