Dougherty Wealth Advisers’s KKR & Co KKR Stock Holding History

Dougherty Wealth Advisers’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
2019 Q1	–	Sell	-1	Closed	–	–	217
2018 Q4	$0	Buy	+1	New	+$23	﹤0.01%	224

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Dougherty Wealth Advisers's KKR Position: Q1 2019 in Review

Dougherty Wealth Advisers sold out of KKR & Co (KKR) in Q1 2019, closing a stake of 1 share.

Dougherty Wealth Advisers first reported a position in KKR in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 415 funds tracked by Wall St. Rank hold KKR as of Q1 2019.

Dougherty Wealth Advisers reported no remaining KKR & Co position as of Q1 2019 after selling out during the quarter.
Dougherty Wealth Advisers sold 1 KKR & Co share in Q1 2019.
Dougherty Wealth Advisers first reported a position in KKR & Co in Q4 2018 and held it in 1 quarter.
Dougherty Wealth Advisers's KKR & Co position peaked at $0 in Q4 2018.
415 funds tracked by Wall St. Rank held KKR & Co as of Q1 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2019, filed 9 May 2019.