HI
KIO

Hudock Inc’s KKR Income Opportunities Fund KIO Stock Holding History

Hudock Inc’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
2021
Q2 		– Sell
-550
Closed -$8K – 835
2021
Q1 		$8K Hold
550
– – ﹤0.01% 554
2020
Q4 		$7K Buy
550
+150
+38% +$2.09K ﹤0.01% 545
2020
Q3 		$5K Hold
400
– – ﹤0.01% 535
2020
Q2 		$4K Hold
400
– – ﹤0.01% 538
2020
Q1 		$4K Hold
400
– – ﹤0.01% 498
2019
Q4 		$6K Hold
400
– – ﹤0.01% 468
2019
Q3 		$6K Hold
400
– – ﹤0.01% 470
2019
Q2 		$6K Buy
400
+100
+33% +$1.57K ﹤0.01% 472
2019
Q1 		$4K Hold
300
– – ﹤0.01% 519
2018
Q4 		$4K Hold
300
– – ﹤0.01% 495
2018
Q3 		$4K Buy
+300
New +$5.02K ﹤0.01% 542

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Hudock Inc's KIO Position: Q2 2021 in Review

Hudock Inc sold out of KKR Income Opportunities Fund (KIO) in Q2 2021, closing a stake of 550 shares — an estimated $8K sold.

Hudock Inc first reported a position in KIO in Q3 2018 and held it in 11 quarters. The position peaked at $8K in Q1 2021. 47 funds tracked by Wall St. Rank hold KIO as of Q2 2021.

  • Hudock Inc reported no remaining KKR Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Hudock Inc sold 550 KKR Income Opportunities Fund shares in Q2 2021, an estimated $8K.
  • Hudock Inc first reported a position in KKR Income Opportunities Fund in Q3 2018 and held it in 11 quarters.
  • Hudock Inc's KKR Income Opportunities Fund position peaked at $8K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2021.

Based on Hudock Inc's 13F filing for Q2 2021, filed 9 Aug 2021.