Creative Planning’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Creative Planning’s Portfolio KFN Stock Details KFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-3,400	Closed	-$39K	–	4158
2014 Q1	$39K	Buy	3,400 +1,100	+48%	+$13.4K	﹤0.01%	1970
2013 Q4	$28K	Sell	2,300 -59,763	-96%	-$613K	﹤0.01%	2007
2013 Q3	$641K	Buy	62,063 +61,363	+8,766%	+$642K	0.01%	369
2013 Q2	$7K	Buy	+700	New	+$7.48K	﹤0.01%	2447

Other funds holding KFN

PCM

Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

Creative Planning's KFN Position: Q2 2014 in Review

Creative Planning sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q2 2014, closing a stake of 3,400 shares — an estimated $39K sold.

Creative Planning first reported a position in KFN in Q2 2013 and held it in 4 quarters. The position peaked at $641K in Q3 2013. 1 fund tracked by Wall St. Rank holds KFN as of Q2 2014.

Creative Planning reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 3,400 KKR FINANCIAL HOLDINGS LLC COM shares in Q2 2014, an estimated $39K.
Creative Planning first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 4 quarters.
Creative Planning's KKR FINANCIAL HOLDINGS LLC COM position peaked at $641K in Q3 2013.
1 fund tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.