IT
KFN

Independence Trust’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Independence Trust’s Portfolio KFN Stock Details KFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-18,535
Closed -$196K – 109
2013
Q2 		$196K Buy
+18,535
New +$198K 0.14% 97

Other funds holding KFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Independence Trust's KFN Position: Q3 2013 in Review

Independence Trust sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q3 2013, closing a stake of 18,535 shares — an estimated $196K sold.

Independence Trust first reported a position in KFN in Q2 2013 and held it in 1 quarter. The position peaked at $196K in Q2 2013. 143 funds tracked by Wall St. Rank hold KFN as of Q3 2013.

  • Independence Trust reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q3 2013 after selling out during the quarter.
  • Independence Trust sold 18,535 KKR FINANCIAL HOLDINGS LLC COM shares in Q3 2013, an estimated $196K.
  • Independence Trust first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 1 quarter.
  • Independence Trust's KKR FINANCIAL HOLDINGS LLC COM position peaked at $196K in Q2 2013.
  • 143 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q3 2013.

Based on Independence Trust's 13F filing for Q3 2013, filed 10 Oct 2013.