MG
KIO

Michael Gelband’s KKR Income Opportunities Fund KIO Stock Holding History

Michael Gelband’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
2020
Q2 		– Sell
-13,424
Closed -$143K – 1907
2020
Q1 		$143K Buy
+13,424
New +$195K 0.01% 844

Other funds holding KIO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Michael Gelband's KIO Position: Q2 2020 in Review

Michael Gelband sold out of KKR Income Opportunities Fund (KIO) in Q2 2020, closing a stake of 13,424 shares — an estimated $143K sold.

Michael Gelband first reported a position in KIO in Q1 2020 and held it in 1 quarter. The position peaked at $143K in Q1 2020. 49 funds tracked by Wall St. Rank hold KIO as of Q2 2020.

  • Michael Gelband reported no remaining KKR Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Michael Gelband sold 13,424 KKR Income Opportunities Fund shares in Q2 2020, an estimated $143K.
  • Michael Gelband first reported a position in KKR Income Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Michael Gelband's KKR Income Opportunities Fund position peaked at $143K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2020.

Based on ExodusPoint Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.