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Oak Point Wealth Management’s KKR & Co KKR Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$24K Hold
1,200
– – 0.02% 128
2017
Q4 		$25K Buy
+1,200
New +$24.1K 0.02% 130

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Point Wealth Management's KKR Position: Q1 2018 in Review

Oak Point Wealth Management held its KKR & Co (KKR) position steady in Q1 2018 at 1,200 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #128.

Oak Point Wealth Management first reported a position in KKR in Q4 2017 and has held it in 2 quarters since. The position peaked at $25K in Q4 2017. 338 funds tracked by Wall St. Rank hold KKR as of Q1 2018.

  • Oak Point Wealth Management held 1,200 shares of KKR & Co worth $24K as of Q1 2018.
  • Oak Point Wealth Management left its KKR & Co share count unchanged in Q1 2018.
  • KKR & Co made up 0.02% of Oak Point Wealth Management's portfolio in Q1 2018, its #128 holding.
  • Oak Point Wealth Management first reported a position in KKR & Co in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's KKR & Co position peaked at $25K in Q4 2017.
  • 338 funds tracked by Wall St. Rank held KKR & Co as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.