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Regal Investment Advisors’s KKR & Co KKR Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-400
Closed -$6K – 606
2015
Q3 		$6K Hold
400
– – ﹤0.01% 784
2015
Q2 		$9K Hold
400
– – ﹤0.01% 672
2015
Q1 		$9K Buy
400
+200
+100% +$4.72K ﹤0.01% 708
2014
Q4 		$5K Buy
+200
New +$4.38K ﹤0.01% 751

Other funds holding KKR

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
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regal Investment Advisors's KKR Position: Q4 2015 in Review

Regal Investment Advisors sold out of KKR & Co (KKR) in Q4 2015, closing a stake of 400 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in KKR in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q2 2015. 317 funds tracked by Wall St. Rank hold KKR as of Q4 2015.

  • Regal Investment Advisors reported no remaining KKR & Co position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 400 KKR & Co shares in Q4 2015, an estimated $6K.
  • Regal Investment Advisors first reported a position in KKR & Co in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's KKR & Co position peaked at $9K in Q2 2015.
  • 317 funds tracked by Wall St. Rank held KKR & Co as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.