NCCM
KFN

Nine Chapters Capital Management’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Nine Chapters Capital Management’s Portfolio KFN Stock Details KFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-32,600
Closed -$337K – 1084
2013
Q3 		$337K Sell
32,600
-17,600
-35% -$184K 0.04% 518
2013
Q2 		$530K Buy
+50,200
New +$536K 0.09% 320

Other funds holding KFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nine Chapters Capital Management's KFN Position: Q4 2013 in Review

Nine Chapters Capital Management sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q4 2013, closing a stake of 32,600 shares — an estimated $337K sold.

Nine Chapters Capital Management first reported a position in KFN in Q2 2013 and held it in 2 quarters. The position peaked at $530K in Q2 2013. 135 funds tracked by Wall St. Rank hold KFN as of Q4 2013.

  • Nine Chapters Capital Management reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q4 2013 after selling out during the quarter.
  • Nine Chapters Capital Management sold 32,600 KKR FINANCIAL HOLDINGS LLC COM shares in Q4 2013, an estimated $337K.
  • Nine Chapters Capital Management first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 2 quarters.
  • Nine Chapters Capital Management's KKR FINANCIAL HOLDINGS LLC COM position peaked at $530K in Q2 2013.
  • 135 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q4 2013.

Based on Nine Chapters Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.