DI
KIO

Disciplined Investments’s KKR Income Opportunities Fund KIO Stock Holding History

Disciplined Investments’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-117
Closed -$2K – 365
2020
Q3 		$2K Buy
+117
New +$1.55K ﹤0.01% 353

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Disciplined Investments's KIO Position: Q4 2020 in Review

Disciplined Investments sold out of KKR Income Opportunities Fund (KIO) in Q4 2020, closing a stake of 117 shares — an estimated $2K sold.

Disciplined Investments first reported a position in KIO in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 53 funds tracked by Wall St. Rank hold KIO as of Q4 2020.

  • Disciplined Investments reported no remaining KKR Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 117 KKR Income Opportunities Fund shares in Q4 2020, an estimated $2K.
  • Disciplined Investments first reported a position in KKR Income Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • Disciplined Investments's KKR Income Opportunities Fund position peaked at $2K in Q3 2020.
  • 53 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.