MA
KIO

MUFG Americas’s KKR Income Opportunities Fund KIO Stock Holding History

MUFG Americas’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
2017
Q3 		– Sell
-37
Closed -$1K – 1186
2017
Q2 		$1K Hold
37
– – ﹤0.01% 1115
2017
Q1 		$1K Buy
+37
New +$616 ﹤0.01% 1103

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

MUFG Americas's KIO Position: Q3 2017 in Review

MUFG Americas sold out of KKR Income Opportunities Fund (KIO) in Q3 2017, closing a stake of 37 shares — an estimated $1K sold.

MUFG Americas first reported a position in KIO in Q1 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 29 funds tracked by Wall St. Rank hold KIO as of Q3 2017.

  • MUFG Americas reported no remaining KKR Income Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • MUFG Americas sold 37 KKR Income Opportunities Fund shares in Q3 2017, an estimated $1K.
  • MUFG Americas first reported a position in KKR Income Opportunities Fund in Q1 2017 and held it in 2 quarters.
  • MUFG Americas's KKR Income Opportunities Fund position peaked at $1K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.