PP
KFN

Patten & Patten’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Patten & Patten’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
-24,450
Closed -$253K – 261
2013
Q3 		$253K Hold
24,450
– – 0.04% 214
2013
Q2 		$258K Buy
+24,450
New +$261K 0.04% 198

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

Patten & Patten's KFN Position: Q4 2013 in Review

Patten & Patten sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q4 2013, closing a stake of 24,450 shares — an estimated $253K sold.

Patten & Patten first reported a position in KFN in Q2 2013 and held it in 2 quarters. The position peaked at $258K in Q2 2013. 135 funds tracked by Wall St. Rank hold KFN as of Q4 2013.

  • Patten & Patten reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q4 2013 after selling out during the quarter.
  • Patten & Patten sold 24,450 KKR FINANCIAL HOLDINGS LLC COM shares in Q4 2013, an estimated $253K.
  • Patten & Patten first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 2 quarters.
  • Patten & Patten's KKR FINANCIAL HOLDINGS LLC COM position peaked at $258K in Q2 2013.
  • 135 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q4 2013.

Based on Patten & Patten's 13F filing for Q4 2013, filed 15 Jan 2014.