Insight 2811 Inc’s KKR & Co KKR Stock Holding History

Insight 2811 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
2016 Q4	–	Sell	-46,900	Closed	-$669K	–	78
2016 Q3	$669K	Hold	46,900	–	–	0.42%	49
2016 Q2	$579K	Hold	46,900	–	–	0.22%	68
2016 Q1	$689K	Hold	46,900	–	–	0.27%	61
2015 Q4	$731K	Hold	46,900	–	–	0.35%	54
2015 Q3	$787K	Buy	46,900 +10,600	+29%	+$225K	0.46%	45
2015 Q2	$829K	Buy	36,300 +4,800	+15%	+$110K	0.4%	47
2015 Q1	$719K	Hold	31,500	–	–	0.34%	58
2014 Q4	$731K	Hold	31,500	–	–	0.36%	57
2014 Q3	$702K	Hold	31,500	–	–	0.3%	66
2014 Q2	$766K	Hold	31,500	–	–	0.32%	63
2014 Q1	$719K	Hold	31,500	–	–	0.3%	65
2013 Q4	$767K	Hold	31,500	–	–	0.38%	49
2013 Q3	$648K	Hold	31,500	–	–	0.32%	66
2013 Q2	$619K	Buy	+31,500	New	+$625K	0.34%	63

Other funds holding KKR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Insight 2811 Inc's KKR Position: Q4 2016 in Review

Insight 2811 Inc sold out of KKR & Co (KKR) in Q4 2016, closing a stake of 46,900 shares — an estimated $669K sold.

Insight 2811 Inc first reported a position in KKR in Q2 2013 and held it in 14 quarters. The position peaked at $829K in Q2 2015. 305 funds tracked by Wall St. Rank hold KKR as of Q4 2016.

Insight 2811 Inc reported no remaining KKR & Co position as of Q4 2016 after selling out during the quarter.
Insight 2811 Inc sold 46,900 KKR & Co shares in Q4 2016, an estimated $669K.
Insight 2811 Inc first reported a position in KKR & Co in Q2 2013 and held it in 14 quarters.
Insight 2811 Inc's KKR & Co position peaked at $829K in Q2 2015.
305 funds tracked by Wall St. Rank held KKR & Co as of Q4 2016.

Based on Insight 2811 Inc's 13F filing for Q4 2016, filed 7 Feb 2017.