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Portfolio Strategies (Washington)’s KKR & Co KKR Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$4K Hold
204
– – 0.01% 63
2017
Q3 		$4K Hold
204
– – 0.01% 52
2017
Q2 		$4K Hold
204
– – 0.01% 59
2017
Q1 		$4K Hold
204
– – 0.01% 61
2016
Q4 		$3K Buy
+204
New +$3.08K ﹤0.01% 78

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Portfolio Strategies (Washington)'s KKR Position: Q4 2017 in Review

Portfolio Strategies (Washington) held its KKR & Co (KKR) position steady in Q4 2017 at 204 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #63.

Portfolio Strategies (Washington) first reported a position in KKR in Q4 2016 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold KKR as of Q4 2017.

  • Portfolio Strategies (Washington) held 204 shares of KKR & Co worth $4K as of Q4 2017.
  • Portfolio Strategies (Washington) left its KKR & Co share count unchanged in Q4 2017.
  • KKR & Co made up 0.01% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #63 holding.
  • Portfolio Strategies (Washington) first reported a position in KKR & Co in Q4 2016 and has held it in 5 quarters since.
  • 333 funds tracked by Wall St. Rank held KKR & Co as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.