DIA
KFN

Dean Investment Associates’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Dean Investment Associates’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
2013
Q4 		– Sell
-260,055
Closed -$2.69M – 237
2013
Q3 		$2.69M Buy
260,055
+70,575
+37% +$739K 0.7% 49
2013
Q2 		$2M Buy
+189,480
New +$2.02M 0.57% 57

Other funds holding KFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dean Investment Associates's KFN Position: Q4 2013 in Review

Dean Investment Associates sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q4 2013, closing a stake of 260,055 shares — an estimated $2.69M sold.

Dean Investment Associates first reported a position in KFN in Q2 2013 and held it in 2 quarters. The position peaked at $2.69M in Q3 2013. 135 funds tracked by Wall St. Rank hold KFN as of Q4 2013.

  • Dean Investment Associates reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q4 2013 after selling out during the quarter.
  • Dean Investment Associates sold 260,055 KKR FINANCIAL HOLDINGS LLC COM shares in Q4 2013, an estimated $2.69M.
  • Dean Investment Associates first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 2 quarters.
  • Dean Investment Associates's KKR FINANCIAL HOLDINGS LLC COM position peaked at $2.69M in Q3 2013.
  • 135 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q4 2013.

Based on Dean Investment Associates's 13F filing for Q4 2013, filed 23 Jan 2014.