PAM
KIO

Peak Asset Management’s KKR Income Opportunities Fund KIO Stock Holding History

Peak Asset Management’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
2016
Q3 		– Sell
-13,080
Closed -$197K – 143
2016
Q2 		$197K Sell
13,080
-5,000
-28% -$73.9K 0.09% 129
2016
Q1 		$261K Buy
18,080
+2,000
+12% +$26.6K 0.12% 107
2015
Q4 		$223K Buy
+16,080
New +$232K 0.11% 107
2015
Q3 		– Sell
-11,080
Closed -$175K – 121
2015
Q2 		$175K Buy
+11,080
New +$180K 0.09% 116

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LCM
Laurion Capital Management New York $1.07B AUM 75.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return