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Gupta Wealth Management’s KKR & Co KKR Stock Holding History

Gupta Wealth 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
Q1 		$17K Buy
+1,135
New +$15.4K ﹤0.01% 708

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Gupta Wealth Management's KKR Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in KKR & Co (KKR) in Q1 2016: 1,135 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings.

303 funds tracked by Wall St. Rank hold KKR as of Q1 2016.

  • Gupta Wealth Management held 1,135 shares of KKR & Co worth $17K as of Q1 2016.
  • KKR & Co was a new Gupta Wealth Management position in Q1 2016.
  • KKR & Co made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #708 holding.
  • 303 funds tracked by Wall St. Rank held KKR & Co as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.