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Lenox Wealth Advisors’s KKR & Co KKR Stock Holding History

Lenox Wealth 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
2016
Q4 		– Sell
-2,198
Closed -$31K – 148
2016
Q3 		$31K Hold
2,198
– – 0.01% 109
2016
Q2 		$27K Hold
2,198
– – 0.01% 118
2016
Q1 		$32K Buy
+2,198
New +$29.9K 0.01% 112

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Lenox Wealth Advisors's KKR Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of KKR & Co (KKR) in Q4 2016, closing a stake of 2,198 shares — an estimated $31K sold.

Lenox Wealth Advisors first reported a position in KKR in Q1 2016 and held it in 3 quarters. The position peaked at $32K in Q1 2016. 305 funds tracked by Wall St. Rank hold KKR as of Q4 2016.

  • Lenox Wealth Advisors reported no remaining KKR & Co position as of Q4 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,198 KKR & Co shares in Q4 2016, an estimated $31K.
  • Lenox Wealth Advisors first reported a position in KKR & Co in Q1 2016 and held it in 3 quarters.
  • Lenox Wealth Advisors's KKR & Co position peaked at $32K in Q1 2016.
  • 305 funds tracked by Wall St. Rank held KKR & Co as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.