Edge Wealth Management’s KKR Financial Holdings LLC KFH.CL Stock Holding History

Edge Wealth Management’s Portfolio KFH.CL Stock Details KFH.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-15,753	Closed	-$438K	–	507
2014 Q4	$438K	Buy	15,753 +13	+0.1%	+$362	0.16%	73
2014 Q3	$439K	Buy	15,740 +2,035	+15%	+$56.9K	0.17%	67
2014 Q2	$388K	Buy	13,705 +905	+7%	+$25.4K	0.16%	76
2014 Q1	$354K	Buy	+12,800	New	+$351K	0.15%	74

Other funds holding KFH.CL

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Edge Wealth Management's KFH.CL Position: Q1 2015 in Review

Edge Wealth Management sold out of KKR Financial Holdings LLC (KFH.CL) in Q1 2015, closing a stake of 15,753 shares — an estimated $438K sold.

Edge Wealth Management first reported a position in KFH.CL in Q1 2014 and held it in 4 quarters. The position peaked at $439K in Q3 2014. 2 funds tracked by Wall St. Rank hold KFH.CL as of Q1 2015.

Edge Wealth Management reported no remaining KKR Financial Holdings LLC position as of Q1 2015 after selling out during the quarter.
Edge Wealth Management sold 15,753 KKR Financial Holdings LLC shares in Q1 2015, an estimated $438K.
Edge Wealth Management first reported a position in KKR Financial Holdings LLC in Q1 2014 and held it in 4 quarters.
Edge Wealth Management's KKR Financial Holdings LLC position peaked at $439K in Q3 2014.
2 funds tracked by Wall St. Rank held KKR Financial Holdings LLC as of Q1 2015.

Based on Edge Wealth Management's 13F filing for Q1 2015, filed 6 Apr 2015.