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Polaris Wealth Advisory Group’s KKR & Co KKR Stock Holding History

Polaris Wealth 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
-750
Closed -$20K – 307
2018
Q3 		$20K Buy
+750
New +$20K ﹤0.01% 329
2018
Q2 		– Sell
-750
Closed -$15K – 342
2018
Q1 		$15K Buy
+750
New +$16.7K ﹤0.01% 322

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

Polaris Wealth Advisory Group's KKR Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of KKR & Co (KKR) in Q4 2018, closing a stake of 750 shares — an estimated $20K sold.

Polaris Wealth Advisory Group first reported a position in KKR in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 366 funds tracked by Wall St. Rank hold KKR as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining KKR & Co position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 750 KKR & Co shares in Q4 2018, an estimated $20K.
  • Polaris Wealth Advisory Group first reported a position in KKR & Co in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's KKR & Co position peaked at $20K in Q3 2018.
  • 366 funds tracked by Wall St. Rank held KKR & Co as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.