JCM
KKR icon

Janney Capital Management’s KKR & Co KKR Stock Holding History

Janney Capital Management’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
2015
Q4 		– Sell
-27,545
Closed -$462K – 184
2015
Q3 		$462K Buy
+27,545
New +$585K 0.02% 142
2015
Q2 		– Sell
-26,895
Closed -$613K – 126
2015
Q1 		$613K Hold
26,895
– – 0.02% 166
2014
Q4 		$624K Buy
26,895
+850
+3% +$18.6K 0.04% 138
2014
Q3 		$581K Hold
26,045
– – 0.04% 140
2014
Q2 		$634K Buy
26,045
+10,045
+63% +$234K 0.04% 136
2014
Q1 		$365K Hold
16,000
– – 0.02% 156
2013
Q4 		$389K Buy
+16,000
New +$368K 0.03% 142

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janney Capital Management's KKR Position: Q4 2015 in Review

Janney Capital Management sold out of KKR & Co (KKR) in Q4 2015, closing a stake of 27,545 shares — an estimated $462K sold.

Janney Capital Management first reported a position in KKR in Q4 2013 and held it in 7 quarters. The position peaked at $634K in Q2 2014. 317 funds tracked by Wall St. Rank hold KKR as of Q4 2015.

  • Janney Capital Management reported no remaining KKR & Co position as of Q4 2015 after selling out during the quarter.
  • Janney Capital Management sold 27,545 KKR & Co shares in Q4 2015, an estimated $462K.
  • Janney Capital Management first reported a position in KKR & Co in Q4 2013 and held it in 7 quarters.
  • Janney Capital Management's KKR & Co position peaked at $634K in Q2 2014.
  • 317 funds tracked by Wall St. Rank held KKR & Co as of Q4 2015.

Based on Janney Capital Management's 13F filing for Q4 2015, filed 18 Feb 2016.