Pacific Sun Financial’s KKR & Co KKR Stock Holding History

Pacific Sun Financial’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	–	Sell	-73,351	Closed	-$1.54M	–	161
2017 Q4	$1.54M	Buy	+73,351	New	+$1.47M	0.85%	48

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pacific Sun Financial's KKR Position: Q1 2018 in Review

Pacific Sun Financial sold out of KKR & Co (KKR) in Q1 2018, closing a stake of 73,351 shares — an estimated $1.54M sold.

Pacific Sun Financial first reported a position in KKR in Q4 2017 and held it in 1 quarter. The position peaked at $1.54M in Q4 2017. 338 funds tracked by Wall St. Rank hold KKR as of Q1 2018.

Pacific Sun Financial reported no remaining KKR & Co position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 73,351 KKR & Co shares in Q1 2018, an estimated $1.54M.
Pacific Sun Financial first reported a position in KKR & Co in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's KKR & Co position peaked at $1.54M in Q4 2017.
338 funds tracked by Wall St. Rank held KKR & Co as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.