Domani Wealth’s KKR & Co KKR Stock Holding History

Domani Wealth’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
2015 Q4	–	Sell	-18,026	Closed	-$302K	–	116
2015 Q3	$302K	Hold	18,026	–	–	0.16%	77
2015 Q2	$412K	Buy	18,026 +17,592	+4,053%	+$404K	0.22%	60
2015 Q1	$19K	Buy	+434	New	+$10.2K	0.29%	34

Other funds holding KKR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Domani Wealth's KKR Position: Q4 2015 in Review

Domani Wealth sold out of KKR & Co (KKR) in Q4 2015, closing a stake of 18,026 shares — an estimated $302K sold.

Domani Wealth first reported a position in KKR in Q1 2015 and held it in 3 quarters. The position peaked at $412K in Q2 2015. 317 funds tracked by Wall St. Rank hold KKR as of Q4 2015.

Domani Wealth reported no remaining KKR & Co position as of Q4 2015 after selling out during the quarter.
Domani Wealth sold 18,026 KKR & Co shares in Q4 2015, an estimated $302K.
Domani Wealth first reported a position in KKR & Co in Q1 2015 and held it in 3 quarters.
Domani Wealth's KKR & Co position peaked at $412K in Q2 2015.
317 funds tracked by Wall St. Rank held KKR & Co as of Q4 2015.

Based on Domani Wealth's 13F filing for Q4 2015, filed 8 Feb 2016.