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MacGuire Cheswick & Tuttle Investment Counsel’s KKR & Co KKR Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2014
Q1 		– Sell
-33,225
Closed -$809K – 95
2013
Q4 		$809K Buy
33,225
+2,170
+7% +$49.9K 0.2% 66
2013
Q3 		$639K Buy
31,055
+950
+3% +$19K 0.18% 65
2013
Q2 		$592K Buy
+30,105
New +$598K 0.17% 66

Other funds holding KKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPVHS
Lexington Partners VI Holdings Sub New York $227M AUM 24.75% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's KKR Position: Q1 2014 in Review

MacGuire Cheswick & Tuttle Investment Counsel sold out of KKR & Co (KKR) in Q1 2014, closing a stake of 33,225 shares — an estimated $809K sold.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in KKR in Q2 2013 and held it in 3 quarters. The position peaked at $809K in Q4 2013. 254 funds tracked by Wall St. Rank hold KKR as of Q1 2014.

  • MacGuire Cheswick & Tuttle Investment Counsel reported no remaining KKR & Co position as of Q1 2014 after selling out during the quarter.
  • MacGuire Cheswick & Tuttle Investment Counsel sold 33,225 KKR & Co shares in Q1 2014, an estimated $809K.
  • MacGuire Cheswick & Tuttle Investment Counsel first reported a position in KKR & Co in Q2 2013 and held it in 3 quarters.
  • MacGuire Cheswick & Tuttle Investment Counsel's KKR & Co position peaked at $809K in Q4 2013.
  • 254 funds tracked by Wall St. Rank held KKR & Co as of Q1 2014.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q1 2014, filed 23 Apr 2014.