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Hudock Inc’s KKR & Co KKR Stock Holding History

Hudock Inc’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
2017
Q2 		– Sell
-450
Closed -$8K – 614
2017
Q1 		$8K Sell
450
-14
-3% -$249 ﹤0.01% 408
2016
Q4 		$7K Sell
464
-300
-39% -$4.52K ﹤0.01% 414
2016
Q3 		$10K Sell
764
-990
-56% -$14K 0.01% 400
2016
Q2 		$21K Buy
1,754
+15
+0.9% +$201 0.01% 325
2016
Q1 		$25K Buy
1,739
+215
+14% +$2.93K 0.01% 308
2015
Q4 		$23K Buy
1,524
+24
+2% +$410 0.01% 294
2015
Q3 		$25K Buy
1,500
+300
+25% +$6.38K 0.01% 286
2015
Q2 		$27K Buy
+1,200
New +$27.6K 0.01% 288
2015
Q1 		– Sell
-100
Closed -$2K – 604
2014
Q4 		$2K Sell
100
-100
-50% -$2.19K ﹤0.01% 505
2014
Q3 		$4K Buy
+200
New +$4.69K ﹤0.01% 472

Other funds holding KKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hudock Inc's KKR Position: Q2 2017 in Review

Hudock Inc sold out of KKR & Co (KKR) in Q2 2017, closing a stake of 450 shares — an estimated $8K sold.

Hudock Inc first reported a position in KKR in Q3 2014 and held it in 10 quarters. The position peaked at $27K in Q2 2015. 319 funds tracked by Wall St. Rank hold KKR as of Q2 2017.

  • Hudock Inc reported no remaining KKR & Co position as of Q2 2017 after selling out during the quarter.
  • Hudock Inc sold 450 KKR & Co shares in Q2 2017, an estimated $8K.
  • Hudock Inc first reported a position in KKR & Co in Q3 2014 and held it in 10 quarters.
  • Hudock Inc's KKR & Co position peaked at $27K in Q2 2015.
  • 319 funds tracked by Wall St. Rank held KKR & Co as of Q2 2017.

Based on Hudock Inc's 13F filing for Q2 2017, filed 8 Aug 2017.