KFS
KFN

KMS Financial Services’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

KMS Financial Services’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
-24,850
Closed -$288K – 594
2014
Q1 		$288K Hold
24,850
– – 0.05% 391
2013
Q4 		$303K Buy
24,850
+1,850
+8% +$19K 0.05% 372
2013
Q3 		$238K Buy
23,000
+6,700
+41% +$70.1K 0.06% 356
2013
Q2 		$166K Buy
+16,300
New +$174K 0.05% 351

Other funds holding KFN

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

KMS Financial Services's KFN Position: Q2 2014 in Review

KMS Financial Services sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q2 2014, closing a stake of 24,850 shares — an estimated $288K sold.

KMS Financial Services first reported a position in KFN in Q2 2013 and held it in 4 quarters. The position peaked at $303K in Q4 2013. 1 fund tracked by Wall St. Rank holds KFN as of Q2 2014.

  • KMS Financial Services reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 24,850 KKR FINANCIAL HOLDINGS LLC COM shares in Q2 2014, an estimated $288K.
  • KMS Financial Services first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 4 quarters.
  • KMS Financial Services's KKR FINANCIAL HOLDINGS LLC COM position peaked at $303K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.