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Mountain Capital Investment Advisors’s KKR & Co KKR Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-700
Closed -$14K – 236
2017
Q3 		$14K Sell
700
-573
-45% -$10.9K 0.01% 232
2017
Q2 		$24K Buy
+1,273
New +$23.3K 0.02% 188

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mountain Capital Investment Advisors's KKR Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of KKR & Co (KKR) in Q4 2017, closing a stake of 700 shares — an estimated $14K sold.

Mountain Capital Investment Advisors first reported a position in KKR in Q2 2017 and held it in 2 quarters. The position peaked at $24K in Q2 2017. 333 funds tracked by Wall St. Rank hold KKR as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining KKR & Co position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 700 KKR & Co shares in Q4 2017, an estimated $14K.
  • Mountain Capital Investment Advisors first reported a position in KKR & Co in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's KKR & Co position peaked at $24K in Q2 2017.
  • 333 funds tracked by Wall St. Rank held KKR & Co as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.