FWM
KFN

Focused Wealth Management’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Focused Wealth Management’s Portfolio KFN Stock Details KFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-102,511
Closed -$1.19M – 728
2014
Q1 		$1.19M Buy
102,511
+1,858
+2% +$22.7K 0.99% 23
2013
Q4 		$1.23M Buy
100,653
+47,801
+90% +$490K 1.03% 25
2013
Q3 		$546K Buy
+52,852
New +$553K 0.52% 44

Other funds holding KFN

PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

Focused Wealth Management's KFN Position: Q2 2014 in Review

Focused Wealth Management sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q2 2014, closing a stake of 102,511 shares — an estimated $1.19M sold.

Focused Wealth Management first reported a position in KFN in Q3 2013 and held it in 3 quarters. The position peaked at $1.23M in Q4 2013. 1 fund tracked by Wall St. Rank holds KFN as of Q2 2014.

  • Focused Wealth Management reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q2 2014 after selling out during the quarter.
  • Focused Wealth Management sold 102,511 KKR FINANCIAL HOLDINGS LLC COM shares in Q2 2014, an estimated $1.19M.
  • Focused Wealth Management first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q3 2013 and held it in 3 quarters.
  • Focused Wealth Management's KKR FINANCIAL HOLDINGS LLC COM position peaked at $1.23M in Q4 2013.
  • 1 fund tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q2 2014.

Based on Focused Wealth Management's 13F filing for Q2 2014, filed 30 Jul 2014.