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

Lenox Wealth 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
2017
Q4 		– Sell
-4,000
Closed -$81K – 496
2017
Q3 		$81K Hold
4,000
– – 0.03% 181
2017
Q2 		$74K Buy
+4,000
New +$73.2K 0.03% 179
2014
Q1 		– Sell
-105
Closed -$3K – 184
2013
Q4 		$3K Buy
+105
New +$2.42K ﹤0.01% 169

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Management's KKR Position: Q4 2017 in Review

Lenox Wealth Management sold out of KKR & Co (KKR) in Q4 2017, closing a stake of 4,000 shares — an estimated $81K sold.

Lenox Wealth Management first reported a position in KKR in Q4 2013 and held it in 3 quarters. The position peaked at $81K in Q3 2017. 333 funds tracked by Wall St. Rank hold KKR as of Q4 2017.

  • Lenox Wealth Management reported no remaining KKR & Co position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 4,000 KKR & Co shares in Q4 2017, an estimated $81K.
  • Lenox Wealth Management first reported a position in KKR & Co in Q4 2013 and held it in 3 quarters.
  • Lenox Wealth Management's KKR & Co position peaked at $81K in Q3 2017.
  • 333 funds tracked by Wall St. Rank held KKR & Co as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.