RA
KFN

Rational Advisors’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Rational Advisors’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 		$427K Hold
35,000
– – 0.04% 368
2013
Q3 		$362K Hold
35,000
– – 0.03% 429
2013
Q2 		$369K Buy
+35,000
New +$374K 0.03% 427

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

Rational Advisors's KFN Position: Q4 2013 in Review

Rational Advisors held its KKR FINANCIAL HOLDINGS LLC COM (KFN) position steady in Q4 2013 at 35,000 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #368.

Rational Advisors first reported a position in KFN in Q2 2013 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold KFN as of Q4 2013.

  • Rational Advisors held 35,000 shares of KKR FINANCIAL HOLDINGS LLC COM worth $427K as of Q4 2013.
  • Rational Advisors left its KKR FINANCIAL HOLDINGS LLC COM share count unchanged in Q4 2013.
  • KKR FINANCIAL HOLDINGS LLC COM made up 0.04% of Rational Advisors's portfolio in Q4 2013, its #368 holding.
  • Rational Advisors first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.