NPC
KKR icon

National Planning Corporation’s KKR & Co KKR Stock Holding History

National Planning Corporation’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
-19,255
Closed -$391K – 354
2017
Q3 		$391K Sell
19,255
-1,061
-5% -$20.1K 0.03% 438
2017
Q2 		$377K Sell
20,316
-1,316
-6% -$24.1K 0.03% 486
2017
Q1 		$390K Sell
21,632
-1,250
-5% -$22.2K 0.03% 443
2016
Q4 		$402K Sell
22,882
-4,620
-17% -$69.7K 0.03% 423
2016
Q3 		$384K Sell
27,502
-3,985
-13% -$56.5K 0.03% 417
2016
Q2 		$445K Sell
31,487
-4,550
-13% -$60.9K 0.03% 399
2016
Q1 		$475K Sell
36,037
-3,289
-8% -$44.8K 0.04% 361
2015
Q4 		$544K Sell
39,326
-4,914
-11% -$84K 0.04% 384
2015
Q3 		$816K Sell
44,240
-8,523
-16% -$181K 0.08% 252
2015
Q2 		$1.2M Sell
52,763
-1,235
-2% -$28.4K 0.11% 193
2015
Q1 		$1.23M Buy
53,998
+16,051
+42% +$379K 0.11% 183
2014
Q4 		$893K Buy
37,947
+3,032
+9% +$66.4K 0.06% 267
2014
Q3 		$755K Buy
34,915
+17,404
+99% +$408K 0.06% 306
2014
Q2 		$426K Buy
17,511
+3,756
+27% +$87.5K 0.03% 454
2014
Q1 		$317K Sell
13,755
-2,183
-14% -$52.9K 0.03% 527
2013
Q4 		$387K Sell
15,938
-8,823
-36% -$203K 0.03% 446
2013
Q3 		$521K Buy
24,761
+835
+3% +$16.7K 0.05% 340
2013
Q2 		$474K Buy
+23,926
New +$475K 0.06% 290

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

National Planning Corporation's KKR Position: Q4 2017 in Review

National Planning Corporation sold out of KKR & Co (KKR) in Q4 2017, closing a stake of 19,255 shares — an estimated $391K sold.

National Planning Corporation first reported a position in KKR in Q2 2013 and held it in 18 quarters. The position peaked at $1.23M in Q1 2015. 333 funds tracked by Wall St. Rank hold KKR as of Q4 2017.

  • National Planning Corporation reported no remaining KKR & Co position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 19,255 KKR & Co shares in Q4 2017, an estimated $391K.
  • National Planning Corporation first reported a position in KKR & Co in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's KKR & Co position peaked at $1.23M in Q1 2015.
  • 333 funds tracked by Wall St. Rank held KKR & Co as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.