KFS
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KMS Financial Services’s KKR & Co KKR Stock Holding History

KMS Financial Services’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
2014
Q3 		$252K Buy
11,311
+929
+9% +$21.8K 0.04% 423
2014
Q2 		$253K Buy
+10,382
New +$242K 0.04% 427

Other funds holding KKR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
LPVHS
Lexington Partners VI Holdings Sub New York $227M AUM 24.75% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KMS Financial Services's KKR Position: Q3 2014 in Review

KMS Financial Services increased its KKR & Co (KKR) stake by 8.9% in Q3 2014, buying an estimated $21.8K and bringing the position to 11,311 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #423.

KMS Financial Services first reported a position in KKR in Q2 2014 and has held it in 2 quarters since. The position peaked at $253K in Q2 2014. 301 funds tracked by Wall St. Rank hold KKR as of Q3 2014.

  • KMS Financial Services held 11,311 shares of KKR & Co worth $252K as of Q3 2014.
  • KMS Financial Services bought 929 KKR & Co shares in Q3 2014, an estimated $21.8K.
  • KKR & Co made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #423 holding.
  • KMS Financial Services first reported a position in KKR & Co in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's KKR & Co position peaked at $253K in Q2 2014.
  • 301 funds tracked by Wall St. Rank held KKR & Co as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.