MWM
KIO

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

Merriman 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
2018
Q1 		– Sell
-25,000
Closed -$401K – 199
2017
Q4 		$401K Buy
+25,000
New +$413K 0.1% 128

Other funds holding KIO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Merriman Wealth Management's KIO Position: Q1 2018 in Review

Merriman Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q1 2018, closing a stake of 25,000 shares — an estimated $401K sold.

Merriman Wealth Management first reported a position in KIO in Q4 2017 and held it in 1 quarter. The position peaked at $401K in Q4 2017. 44 funds tracked by Wall St. Rank hold KIO as of Q1 2018.

  • Merriman Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 25,000 KKR Income Opportunities Fund shares in Q1 2018, an estimated $401K.
  • Merriman Wealth Management first reported a position in KKR Income Opportunities Fund in Q4 2017 and held it in 1 quarter.
  • Merriman Wealth Management's KKR Income Opportunities Fund position peaked at $401K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.