GAM
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Goldentree Asset Management’s KKR & Co KKR Stock Holding History

Goldentree Asset 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
Q3 		– Sell
-243,096
Closed -$3.31M – 23
2016
Q2 		$3.31M Buy
243,096
+112,373
+86% +$1.5M 0.47% 17
2016
Q1 		$1.92M Buy
+130,723
New +$1.78M 0.47% 18

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Goldentree Asset Management's KKR Position: Q3 2016 in Review

Goldentree Asset Management sold out of KKR & Co (KKR) in Q3 2016, closing a stake of 243,096 shares — an estimated $3.31M sold.

Goldentree Asset Management first reported a position in KKR in Q1 2016 and held it in 2 quarters. The position peaked at $3.31M in Q2 2016. 293 funds tracked by Wall St. Rank hold KKR as of Q3 2016.

  • Goldentree Asset Management reported no remaining KKR & Co position as of Q3 2016 after selling out during the quarter.
  • Goldentree Asset Management sold 243,096 KKR & Co shares in Q3 2016, an estimated $3.31M.
  • Goldentree Asset Management first reported a position in KKR & Co in Q1 2016 and held it in 2 quarters.
  • Goldentree Asset Management's KKR & Co position peaked at $3.31M in Q2 2016.
  • 293 funds tracked by Wall St. Rank held KKR & Co as of Q3 2016.

Based on Goldentree Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.