Koshinski Asset Management’s KKR & Co KKR Stock Holding History

Koshinski Asset Management’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
2018 Q1	–	Sell	-12,105	Closed	-$255K	–	396
2017 Q4	$255K	Buy	+12,105	New	+$243K	0.06%	371
2015 Q3	–	Sell	-12,384	Closed	-$283K	–	235
2015 Q2	$283K	Sell	12,384 -9,887	-44%	-$227K	0.18%	165
2015 Q1	$508K	Buy	22,271 +1,086	+5%	+$25.6K	0.33%	86
2014 Q4	$492K	Buy	+21,185	New	+$464K	0.28%	97

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Koshinski Asset Management's KKR Position: Q1 2018 in Review

Koshinski Asset Management sold out of KKR & Co (KKR) in Q1 2018, closing a stake of 12,105 shares — an estimated $255K sold.

Koshinski Asset Management first reported a position in KKR in Q4 2014 and held it in 4 quarters. The position peaked at $508K in Q1 2015. 338 funds tracked by Wall St. Rank hold KKR as of Q1 2018.

Koshinski Asset Management reported no remaining KKR & Co position as of Q1 2018 after selling out during the quarter.
Koshinski Asset Management sold 12,105 KKR & Co shares in Q1 2018, an estimated $255K.
Koshinski Asset Management first reported a position in KKR & Co in Q4 2014 and held it in 4 quarters.
Koshinski Asset Management's KKR & Co position peaked at $508K in Q1 2015.
338 funds tracked by Wall St. Rank held KKR & Co as of Q1 2018.

Based on Koshinski Asset Management's 13F filing for Q1 2018, filed 9 Apr 2018.