ECM
KFN.PR.CL

Evergreen Capital Management’s KKR Financial Holdings LLC KFN.PR.CL Stock Holding History

Evergreen Capital Management’s Portfolio KFN.PR.CL Stock Details KFN.PR.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-93,200
Closed -$2.33M – 112
2013
Q3 		$2.33M Buy
93,200
+20,975
+29% +$523K 0.37% 83
2013
Q2 		$1.87M Buy
+72,225
New +$1.88M 0.29% 90

Other funds holding KFN.PR.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Evergreen Capital Management's KFN.PR.CL Position: Q4 2013 in Review

Evergreen Capital Management sold out of KKR Financial Holdings LLC (KFN.PR.CL) in Q4 2013, closing a stake of 93,200 shares — an estimated $2.33M sold.

Evergreen Capital Management first reported a position in KFN.PR.CL in Q2 2013 and held it in 2 quarters. The position peaked at $2.33M in Q3 2013. 4 funds tracked by Wall St. Rank hold KFN.PR.CL as of Q4 2013.

  • Evergreen Capital Management reported no remaining KKR Financial Holdings LLC position as of Q4 2013 after selling out during the quarter.
  • Evergreen Capital Management sold 93,200 KKR Financial Holdings LLC shares in Q4 2013, an estimated $2.33M.
  • Evergreen Capital Management first reported a position in KKR Financial Holdings LLC in Q2 2013 and held it in 2 quarters.
  • Evergreen Capital Management's KKR Financial Holdings LLC position peaked at $2.33M in Q3 2013.
  • 4 funds tracked by Wall St. Rank held KKR Financial Holdings LLC as of Q4 2013.

Based on Evergreen Capital Management's 13F filing for Q4 2013, filed 4 Feb 2014.