Grassi Investment Management’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
2017
Q3
$706K Hold
2017
Q2
$646K Sell
2017
Q1
$1.1M Sell
2016
Q4
$950K Sell
2016
Q3
$1.05M Sell
2016
Q2
$1.35M Sell
2016
Q1
$4.98M Buy
2015
Q4
$5M Buy
2015
Q3
$4.82M Buy
2015
Q2
$6.37M Buy
2015
Q1
$6.36M Buy
2014
Q4
$6.33M Buy
2014
Q3
$5.91M Buy
2014
Q2
$4.05M Sell
2014
Q1
$3.81M Sell
2013
Q4
$4.08M Buy
2013
Q3
$3.33M Buy
2013
Q2
$3.15M Buy