IP
KIO

Intellectus Partners’s KKR Income Opportunities Fund KIO Stock Holding History

Intellectus Partners’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
2019
Q2 		– Sell
-4,087
Closed -$63K – 303
2019
Q1 		$63K Buy
+4,087
New +$62.6K 0.03% 243

Other funds holding KIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Intellectus Partners's KIO Position: Q2 2019 in Review

Intellectus Partners sold out of KKR Income Opportunities Fund (KIO) in Q2 2019, closing a stake of 4,087 shares — an estimated $63K sold.

Intellectus Partners first reported a position in KIO in Q1 2019 and held it in 1 quarter. The position peaked at $63K in Q1 2019. 44 funds tracked by Wall St. Rank hold KIO as of Q2 2019.

  • Intellectus Partners reported no remaining KKR Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 4,087 KKR Income Opportunities Fund shares in Q2 2019, an estimated $63K.
  • Intellectus Partners first reported a position in KKR Income Opportunities Fund in Q1 2019 and held it in 1 quarter.
  • Intellectus Partners's KKR Income Opportunities Fund position peaked at $63K in Q1 2019.
  • 44 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.