DWA
KIO

Douglass Winthrop Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Douglass Winthrop Advisors’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
2015
Q1 		– Sell
-13,350
Closed -$216K – 259
2014
Q4 		$216K Buy
+13,350
New +$227K 0.02% 198

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Douglass Winthrop Advisors's KIO Position: Q1 2015 in Review

Douglass Winthrop Advisors sold out of KKR Income Opportunities Fund (KIO) in Q1 2015, closing a stake of 13,350 shares — an estimated $216K sold.

Douglass Winthrop Advisors first reported a position in KIO in Q4 2014 and held it in 1 quarter. The position peaked at $216K in Q4 2014. 24 funds tracked by Wall St. Rank hold KIO as of Q1 2015.

  • Douglass Winthrop Advisors reported no remaining KKR Income Opportunities Fund position as of Q1 2015 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 13,350 KKR Income Opportunities Fund shares in Q1 2015, an estimated $216K.
  • Douglass Winthrop Advisors first reported a position in KKR Income Opportunities Fund in Q4 2014 and held it in 1 quarter.
  • Douglass Winthrop Advisors's KKR Income Opportunities Fund position peaked at $216K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2015.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.