PAG
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Pinnacle Advisory Group’s KKR & Co KKR Stock Holding History

Pinnacle Advisory Group’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
Q4 		– Sell
-10,030
Closed -$274K – 163
2018
Q3 		$274K Buy
+10,030
New +$268K 0.02% 137

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Pinnacle Advisory Group's KKR Position: Q4 2018 in Review

Pinnacle Advisory Group sold out of KKR & Co (KKR) in Q4 2018, closing a stake of 10,030 shares — an estimated $274K sold.

Pinnacle Advisory Group first reported a position in KKR in Q3 2018 and held it in 1 quarter. The position peaked at $274K in Q3 2018. 366 funds tracked by Wall St. Rank hold KKR as of Q4 2018.

  • Pinnacle Advisory Group reported no remaining KKR & Co position as of Q4 2018 after selling out during the quarter.
  • Pinnacle Advisory Group sold 10,030 KKR & Co shares in Q4 2018, an estimated $274K.
  • Pinnacle Advisory Group first reported a position in KKR & Co in Q3 2018 and held it in 1 quarter.
  • Pinnacle Advisory Group's KKR & Co position peaked at $274K in Q3 2018.
  • 366 funds tracked by Wall St. Rank held KKR & Co as of Q4 2018.

Based on Pinnacle Advisory Group's 13F filing for Q4 2018, filed 8 Feb 2019.