FinTrust Investment Advisory Services’s KKR & Co KKR Stock Holding History

FinTrust Investment Advisory Services’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 Q1	$215K	Sell	10,580 -1,440	-12%	-$32K	0.2%	111
2017 Q4	$253K	Buy	12,020 +275	+2%	+$5.52K	0.22%	93
2017 Q3	$239K	Buy	+11,745	New	+$223K	0.23%	94

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FinTrust Investment Advisory Services's KKR Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its KKR & Co (KKR) stake by 12% in Q1 2018, selling an estimated $32K and leaving 10,580 shares worth $215K. The position accounts for 0.2% of the portfolio, ranked #111.

FinTrust Investment Advisory Services first reported a position in KKR in Q3 2017 and has held it in 3 quarters since. The position peaked at $253K in Q4 2017. 338 funds tracked by Wall St. Rank hold KKR as of Q1 2018.

FinTrust Investment Advisory Services held 10,580 shares of KKR & Co worth $215K as of Q1 2018.
FinTrust Investment Advisory Services sold 1,440 KKR & Co shares in Q1 2018, an estimated $32K.
KKR & Co made up 0.2% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #111 holding.
FinTrust Investment Advisory Services first reported a position in KKR & Co in Q3 2017 and has held it in 3 quarters since.
FinTrust Investment Advisory Services's KKR & Co position peaked at $253K in Q4 2017.
338 funds tracked by Wall St. Rank held KKR & Co as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.