OFG
KFN

OTA Financial Group’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

OTA Financial Group’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
2014
Q1 		$330K Buy
+28,608
New +$350K 0.31% 47

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

OTA Financial Group's KFN Position: Q1 2014 in Review

OTA Financial Group opened a new position in KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q1 2014: 28,608 shares worth $330K. The stake represents 0.31% of the portfolio and ranks #47 among its holdings.

134 funds tracked by Wall St. Rank hold KFN as of Q1 2014.

  • OTA Financial Group held 28,608 shares of KKR FINANCIAL HOLDINGS LLC COM worth $330K as of Q1 2014.
  • KKR FINANCIAL HOLDINGS LLC COM was a new OTA Financial Group position in Q1 2014.
  • KKR FINANCIAL HOLDINGS LLC COM made up 0.31% of OTA Financial Group's portfolio in Q1 2014, its #47 holding.
  • 134 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.