KIA
KKR icon

King Investment Advisors’s KKR & Co KKR Stock Holding History

King Investment Advisors’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
-10,330
Closed -$176K – 14
2015
Q3 		$176K Sell
10,330
-43,077
-81% -$915K 1.19% 25
2015
Q2 		$1.22M Sell
53,407
-273,605
-84% -$6.29M 2.81% 6
2015
Q1 		$7.46M Sell
327,012
-10,800
-3% -$255K 3.56% 3
2014
Q4 		$7.84M Sell
337,812
-2,565
-0.8% -$56.2K 3.49% 4
2014
Q3 		$7.59M Sell
340,377
-3,185
-0.9% -$74.7K 3.45% 6
2014
Q2 		$8.36M Sell
343,562
-5,309
-2% -$124K 3.56% 4
2014
Q1 		$7.97M Sell
348,871
-3,425
-1% -$82.9K 3.65% 4
2013
Q4 		$8.57M Sell
352,296
-29,804
-8% -$686K 3.92% 1
2013
Q3 		$7.86M Sell
382,100
-24,010
-6% -$481K 3.39% 3
2013
Q2 		$7.98M Buy
+406,110
New +$8.06M 3.31% 6

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

King Investment Advisors's KKR Position: Q4 2015 in Review

King Investment Advisors sold out of KKR & Co (KKR) in Q4 2015, closing a stake of 10,330 shares — an estimated $176K sold.

King Investment Advisors first reported a position in KKR in Q2 2013 and held it in 10 quarters. The position peaked at $8.57M in Q4 2013. 317 funds tracked by Wall St. Rank hold KKR as of Q4 2015.

  • King Investment Advisors reported no remaining KKR & Co position as of Q4 2015 after selling out during the quarter.
  • King Investment Advisors sold 10,330 KKR & Co shares in Q4 2015, an estimated $176K.
  • King Investment Advisors first reported a position in KKR & Co in Q2 2013 and held it in 10 quarters.
  • King Investment Advisors's KKR & Co position peaked at $8.57M in Q4 2013.
  • 317 funds tracked by Wall St. Rank held KKR & Co as of Q4 2015.

Based on King Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.