LWM
KIO

Liberty Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Liberty Wealth Management’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-378
Closed -$6K – 924
2019
Q2 		$6K Buy
+378
New +$5.95K 0.01% 625

Other funds holding KIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Liberty Wealth Management's KIO Position: Q3 2019 in Review

Liberty Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q3 2019, closing a stake of 378 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in KIO in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 45 funds tracked by Wall St. Rank hold KIO as of Q3 2019.

  • Liberty Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 378 KKR Income Opportunities Fund shares in Q3 2019, an estimated $6K.
  • Liberty Wealth Management first reported a position in KKR Income Opportunities Fund in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's KKR Income Opportunities Fund position peaked at $6K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.