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Pathstone Family Office’s KKR Income Opportunities Fund KIO Stock Holding History

Pathstone Family Office’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
2017
Q2 		– Sell
-669
Closed -$11K – 527
2017
Q1 		$11K Buy
+669
New +$11.1K 0.01% 278

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Pathstone Family Office's KIO Position: Q2 2017 in Review

Pathstone Family Office sold out of KKR Income Opportunities Fund (KIO) in Q2 2017, closing a stake of 669 shares — an estimated $11K sold.

Pathstone Family Office first reported a position in KIO in Q1 2017 and held it in 1 quarter. The position peaked at $11K in Q1 2017. 34 funds tracked by Wall St. Rank hold KIO as of Q2 2017.

  • Pathstone Family Office reported no remaining KKR Income Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 669 KKR Income Opportunities Fund shares in Q2 2017, an estimated $11K.
  • Pathstone Family Office first reported a position in KKR Income Opportunities Fund in Q1 2017 and held it in 1 quarter.
  • Pathstone Family Office's KKR Income Opportunities Fund position peaked at $11K in Q1 2017.
  • 34 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.