NEXT Financial Holdings’s KKR Income Opportunities Fund KIO Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$18K	Buy	+1,150	New	+$17.6K	﹤0.01%	987

Other funds holding KIO

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SRC

Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

NEXT Financial Holdings's KIO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in KKR Income Opportunities Fund (KIO) in Q1 2019: 1,150 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings.

50 funds tracked by Wall St. Rank hold KIO as of Q1 2019.

NEXT Financial Holdings held 1,150 shares of KKR Income Opportunities Fund worth $18K as of Q1 2019.
KKR Income Opportunities Fund was a new NEXT Financial Holdings position in Q1 2019.
KKR Income Opportunities Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #987 holding.
50 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.