EWP
KFN

Edmunds White Partners’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Edmunds White Partners’s Portfolio KFN Stock Details KFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-220,930
Closed -$2.33M – 67
2013
Q2 		$2.33M Buy
+220,930
New +$2.36M 3.78% 10

Other funds holding KFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Edmunds White Partners's KFN Position: Q3 2013 in Review

Edmunds White Partners sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q3 2013, closing a stake of 220,930 shares — an estimated $2.33M sold.

Edmunds White Partners first reported a position in KFN in Q2 2013 and held it in 1 quarter. The position peaked at $2.33M in Q2 2013. 143 funds tracked by Wall St. Rank hold KFN as of Q3 2013.

  • Edmunds White Partners reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q3 2013 after selling out during the quarter.
  • Edmunds White Partners sold 220,930 KKR FINANCIAL HOLDINGS LLC COM shares in Q3 2013, an estimated $2.33M.
  • Edmunds White Partners first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 1 quarter.
  • Edmunds White Partners's KKR FINANCIAL HOLDINGS LLC COM position peaked at $2.33M in Q2 2013.
  • 143 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q3 2013.

Based on Edmunds White Partners's 13F filing for Q3 2013, filed 25 Oct 2013.