Grantham, Mayo, Van Otterloo & Co (GMO)
KFN

Grantham, Mayo, Van Otterloo & Co (GMO)’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q1 		– Sell
-909,810
Closed -$11.1M – 718
2013
Q4 		$11.1M Buy
+909,810
New +$9.33M 0.03% 205

Other funds holding KFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s KFN Position: Q1 2014 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q1 2014, closing a stake of 909,810 shares — an estimated $11.1M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in KFN in Q4 2013 and held it in 1 quarter. The position peaked at $11.1M in Q4 2013. 134 funds tracked by Wall St. Rank hold KFN as of Q1 2014.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q1 2014 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 909,810 KKR FINANCIAL HOLDINGS LLC COM shares in Q1 2014, an estimated $11.1M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q4 2013 and held it in 1 quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s KKR FINANCIAL HOLDINGS LLC COM position peaked at $11.1M in Q4 2013.
  • 134 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q1 2014.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2014, filed 14 May 2014.