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NatWest Group’s KKR & Co KKR Stock Holding History

NatWest Group’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
Q2 		– Sell
-10,995
Closed -$200K – 109
2017
Q1 		$200K Buy
+10,995
New +$195K 0.04% 104
2016
Q3 		– Sell
-10,995
Closed -$136K – 133
2016
Q2 		$136K Sell
10,995
-300
-3% -$4.01K 0.03% 112
2016
Q1 		$166K Hold
11,295
– – 0.04% 112
2015
Q4 		$176K Sell
11,295
-3,736
-25% -$63.9K 0.04% 114
2015
Q3 		$252K Buy
15,031
+3,144
+26% +$66.8K 0.01% 356
2015
Q2 		$272K Sell
11,887
-3,144
-21% -$72.2K ﹤0.01% 319
2015
Q1 		$343K Sell
15,031
-2,760
-16% -$65.2K ﹤0.01% 352
2014
Q4 		$413 Hold
17,791
– – ﹤0.01% 334
2014
Q3 		$396 Sell
17,791
-1,350
-7% -$31.7K ﹤0.01% 391
2014
Q2 		$466K Sell
19,141
-2,967
-13% -$69.1K 0.02% 357
2014
Q1 		$505K Buy
22,108
+2,345
+12% +$56.8K 0.02% 327
2013
Q4 		$481K Sell
19,763
-417
-2% -$9.6K 0.01% 580
2013
Q3 		$415K Buy
20,180
+699
+4% +$14K 0.01% 775
2013
Q2 		$383K Buy
+19,481
New +$387K 0.01% 639

Other funds holding KKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

NatWest Group's KKR Position: Q2 2017 in Review

NatWest Group sold out of KKR & Co (KKR) in Q2 2017, closing a stake of 10,995 shares — an estimated $200K sold.

NatWest Group first reported a position in KKR in Q2 2013 and held it in 14 quarters. The position peaked at $505K in Q1 2014. 319 funds tracked by Wall St. Rank hold KKR as of Q2 2017.

  • NatWest Group reported no remaining KKR & Co position as of Q2 2017 after selling out during the quarter.
  • NatWest Group sold 10,995 KKR & Co shares in Q2 2017, an estimated $200K.
  • NatWest Group first reported a position in KKR & Co in Q2 2013 and held it in 14 quarters.
  • NatWest Group's KKR & Co position peaked at $505K in Q1 2014.
  • 319 funds tracked by Wall St. Rank held KKR & Co as of Q2 2017.

Based on NatWest Group's 13F filing for Q2 2017, filed 14 Aug 2017.