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Financial Advisors Network’s KKR & Co KKR Stock Holding History

Financial Advisors Network’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
Q1 		– Sell
-220
Closed -$3.9K – 288
2016
Q4 		$3.9K Buy
+220
New +$3.32K ﹤0.01% 362

Other funds holding KKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advisors Network's KKR Position: Q1 2017 in Review

Financial Advisors Network sold out of KKR & Co (KKR) in Q1 2017, closing a stake of 220 shares — an estimated $3.9K sold.

Financial Advisors Network first reported a position in KKR in Q4 2016 and held it in 1 quarter. The position peaked at $3.9K in Q4 2016. 312 funds tracked by Wall St. Rank hold KKR as of Q1 2017.

  • Financial Advisors Network reported no remaining KKR & Co position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 220 KKR & Co shares in Q1 2017, an estimated $3.9K.
  • Financial Advisors Network first reported a position in KKR & Co in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's KKR & Co position peaked at $3.9K in Q4 2016.
  • 312 funds tracked by Wall St. Rank held KKR & Co as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.