LC
KIO

Lindbrook Capital’s KKR Income Opportunities Fund KIO Stock Holding History

Lindbrook Capital’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
2021
Q4 		– Sell
-1,451
Closed -$24K – 2149
2021
Q3 		$24K Buy
1,451
+27
+2% +$443 0.01% 683
2021
Q2 		$24K Buy
1,424
+27
+2% +$436 0.01% 721
2021
Q1 		$22K Buy
1,397
+29
+2% +$440 0.01% 720
2020
Q4 		$20K Buy
1,368
+33
+2% +$460 ﹤0.01% 685
2020
Q3 		$18K Buy
1,335
+36
+3% +$477 0.01% 644
2020
Q2 		$16K Buy
1,299
+42
+3% +$479 ﹤0.01% 687
2020
Q1 		$13K Sell
1,257
-1,147
-48% -$16.7K ﹤0.01% 684
2019
Q4 		$38K Buy
2,404
+58
+2% +$894 0.01% 524
2019
Q3 		$37K Buy
2,346
+56
+2% +$872 0.01% 508
2019
Q2 		$36K Buy
2,290
+54
+2% +$851 0.01% 518
2019
Q1 		$34K Buy
2,236
+53
+2% +$811 0.01% 527
2018
Q4 		$31K Buy
+2,183
New +$33.7K 0.02% 489

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Lindbrook Capital's KIO Position: Q4 2021 in Review

Lindbrook Capital sold out of KKR Income Opportunities Fund (KIO) in Q4 2021, closing a stake of 1,451 shares — an estimated $24K sold.

Lindbrook Capital first reported a position in KIO in Q4 2018 and held it in 12 quarters. The position peaked at $38K in Q4 2019. 46 funds tracked by Wall St. Rank hold KIO as of Q4 2021.

  • Lindbrook Capital reported no remaining KKR Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Lindbrook Capital sold 1,451 KKR Income Opportunities Fund shares in Q4 2021, an estimated $24K.
  • Lindbrook Capital first reported a position in KKR Income Opportunities Fund in Q4 2018 and held it in 12 quarters.
  • Lindbrook Capital's KKR Income Opportunities Fund position peaked at $38K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2021.

Based on Lindbrook Capital's 13F filing for Q4 2021, filed 18 Jan 2022.