JMPWA
KFN

JP Morgan Private Wealth Advisors’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

JP Morgan Private Wealth 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
2014
Q2 		– Sell
-32,374
Closed -$374K – 954
2014
Q1 		$374K Sell
32,374
-1,400
-4% -$17.1K 0.01% 662
2013
Q4 		$412K Sell
33,774
-14,477
-30% -$148K 0.01% 483
2013
Q3 		$498K Buy
48,251
+12,659
+36% +$132K 0.01% 436
2013
Q2 		$375K Buy
+35,592
New +$380K 0.01% 461

Other funds holding KFN

PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KFN Position: Q2 2014 in Review

JP Morgan Private Wealth Advisors sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q2 2014, closing a stake of 32,374 shares — an estimated $374K sold.

JP Morgan Private Wealth Advisors first reported a position in KFN in Q2 2013 and held it in 4 quarters. The position peaked at $498K in Q3 2013. 1 fund tracked by Wall St. Rank holds KFN as of Q2 2014.

  • JP Morgan Private Wealth Advisors reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q2 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 32,374 KKR FINANCIAL HOLDINGS LLC COM shares in Q2 2014, an estimated $374K.
  • JP Morgan Private Wealth Advisors first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's KKR FINANCIAL HOLDINGS LLC COM position peaked at $498K in Q3 2013.
  • 1 fund tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q2 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.