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Homrich & Berg’s Kimbell Royalty Partners KRP Stock Holding History

Homrich & Berg’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,319
Closed -$184K – 347
2017
Q4 		$184K Buy
+11,319
New +$188K 0.01% 325

Other funds holding KRP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM

Homrich & Berg's KRP Position: Q1 2018 in Review

Homrich & Berg sold out of Kimbell Royalty Partners (KRP) in Q1 2018, closing a stake of 11,319 shares — an estimated $184K sold.

Homrich & Berg first reported a position in KRP in Q4 2017 and held it in 1 quarter. The position peaked at $184K in Q4 2017. 23 funds tracked by Wall St. Rank hold KRP as of Q1 2018.

  • Homrich & Berg reported no remaining Kimbell Royalty Partners position as of Q1 2018 after selling out during the quarter.
  • Homrich & Berg sold 11,319 Kimbell Royalty Partners shares in Q1 2018, an estimated $184K.
  • Homrich & Berg first reported a position in Kimbell Royalty Partners in Q4 2017 and held it in 1 quarter.
  • Homrich & Berg's Kimbell Royalty Partners position peaked at $184K in Q4 2017.
  • 23 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q1 2018.

Based on Homrich & Berg's 13F filing for Q1 2018, filed 15 May 2018.