GSC
KIO

Ground Swell Capital’s KKR Income Opportunities Fund KIO Stock Holding History

Ground Swell Capital’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3K Sell
200
-70
-26% -$1.26K 0.01% 1737
2014
Q2 		$5K Buy
+270
New +$4.89K 0.01% 1086

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ground Swell Capital's KIO Position: Q3 2014 in Review

Ground Swell Capital reduced its KKR Income Opportunities Fund (KIO) stake by 26% in Q3 2014, selling an estimated $1.26K and leaving 200 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1737.

Ground Swell Capital first reported a position in KIO in Q2 2014 and has held it in 2 quarters since. The position peaked at $5K in Q2 2014. 22 funds tracked by Wall St. Rank hold KIO as of Q3 2014.

  • Ground Swell Capital held 200 shares of KKR Income Opportunities Fund worth $3K as of Q3 2014.
  • Ground Swell Capital sold 70 KKR Income Opportunities Fund shares in Q3 2014, an estimated $1.26K.
  • KKR Income Opportunities Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1737 holding.
  • Ground Swell Capital first reported a position in KKR Income Opportunities Fund in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's KKR Income Opportunities Fund position peaked at $5K in Q2 2014.
  • 22 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.