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EnTrustPermal Management’s KKR & Co KKR Stock Holding History

EnTrustPermal Management’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
2017
Q3 		$2.79M Hold
137,200
– – 1.16% 34
2017
Q2 		$2.55M Buy
+137,200
New +$2.51M 1.1% 35

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EnTrustPermal Management's KKR Position: Q3 2017 in Review

EnTrustPermal Management held its KKR & Co (KKR) position steady in Q3 2017 at 137,200 shares worth $2.79M. The position accounts for 1.16% of the portfolio, ranked #34.

EnTrustPermal Management first reported a position in KKR in Q2 2017 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold KKR as of Q3 2017.

  • EnTrustPermal Management held 137,200 shares of KKR & Co worth $2.79M as of Q3 2017.
  • EnTrustPermal Management left its KKR & Co share count unchanged in Q3 2017.
  • KKR & Co made up 1.16% of EnTrustPermal Management's portfolio in Q3 2017, its #34 holding.
  • EnTrustPermal Management first reported a position in KKR & Co in Q2 2017 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held KKR & Co as of Q3 2017.

Based on EnTrustPermal Management's 13F filing for Q3 2017, filed 14 Nov 2017.