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First Trust Capital Management’s KKR & Co KKR Stock Holding History

First Trust Capital 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
2016
Q2 		– Sell
-18,750
Closed -$275K – 45
2016
Q1 		$275K Buy
+18,750
New +$255K 0.19% 31

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Trust Capital Management's KKR Position: Q2 2016 in Review

First Trust Capital Management sold out of KKR & Co (KKR) in Q2 2016, closing a stake of 18,750 shares — an estimated $275K sold.

First Trust Capital Management first reported a position in KKR in Q1 2016 and held it in 1 quarter. The position peaked at $275K in Q1 2016. 304 funds tracked by Wall St. Rank hold KKR as of Q2 2016.

  • First Trust Capital Management reported no remaining KKR & Co position as of Q2 2016 after selling out during the quarter.
  • First Trust Capital Management sold 18,750 KKR & Co shares in Q2 2016, an estimated $275K.
  • First Trust Capital Management first reported a position in KKR & Co in Q1 2016 and held it in 1 quarter.
  • First Trust Capital Management's KKR & Co position peaked at $275K in Q1 2016.
  • 304 funds tracked by Wall St. Rank held KKR & Co as of Q2 2016.

Based on First Trust Capital Management's 13F filing for Q2 2016, filed 9 Aug 2016.