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Fiduciary Trust International of Pennsylvania’s KKR & Co KKR Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2018
Q3 		– Sell
-10,680
Closed -$265K – 356
2018
Q2 		$265K Buy
+10,680
New +$237K 0.01% 312
2017
Q3 		– Sell
-13,280
Closed -$247K – 375
2017
Q2 		$247K Buy
+13,280
New +$243K 0.01% 370

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's KKR Position: Q3 2018 in Review

Fiduciary Trust International of Pennsylvania sold out of KKR & Co (KKR) in Q3 2018, closing a stake of 10,680 shares — an estimated $265K sold.

Fiduciary Trust International of Pennsylvania first reported a position in KKR in Q2 2017 and held it in 2 quarters. The position peaked at $265K in Q2 2018. 367 funds tracked by Wall St. Rank hold KKR as of Q3 2018.

  • Fiduciary Trust International of Pennsylvania reported no remaining KKR & Co position as of Q3 2018 after selling out during the quarter.
  • Fiduciary Trust International of Pennsylvania sold 10,680 KKR & Co shares in Q3 2018, an estimated $265K.
  • Fiduciary Trust International of Pennsylvania first reported a position in KKR & Co in Q2 2017 and held it in 2 quarters.
  • Fiduciary Trust International of Pennsylvania's KKR & Co position peaked at $265K in Q2 2018.
  • 367 funds tracked by Wall St. Rank held KKR & Co as of Q3 2018.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q3 2018, filed 9 Oct 2018.