JFA
KFN

JNBA Financial Advisors’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-825
Closed -$9K – 460
2013
Q3 		$9K Buy
+825
New +$8.63K 0.01% 319

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JNBA Financial Advisors's KFN Position: Q4 2013 in Review

JNBA Financial Advisors sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q4 2013, closing a stake of 825 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in KFN in Q3 2013 and held it in 1 quarter. The position peaked at $9K in Q3 2013. 135 funds tracked by Wall St. Rank hold KFN as of Q4 2013.

  • JNBA Financial Advisors reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q4 2013 after selling out during the quarter.
  • JNBA Financial Advisors sold 825 KKR FINANCIAL HOLDINGS LLC COM shares in Q4 2013, an estimated $9K.
  • JNBA Financial Advisors first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q3 2013 and held it in 1 quarter.
  • JNBA Financial Advisors's KKR FINANCIAL HOLDINGS LLC COM position peaked at $9K in Q3 2013.
  • 135 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q4 2013.

Based on JNBA Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.