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Reilly Financial Advisors’s KKR & Co KKR Stock Holding History

Reilly Financial 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
-200
Closed -$3K – 1297
2015
Q3 		$3K Hold
200
– – ﹤0.01% 1080
2015
Q2 		$5K Buy
+200
New +$4.59K ﹤0.01% 1070
2015
Q1 		– Sell
-350
Closed -$8K – 1336
2014
Q4 		$8K Hold
350
– – ﹤0.01% 549
2014
Q3 		$8K Hold
350
– – ﹤0.01% 563
2014
Q2 		$9K Buy
+350
New +$8.15K ﹤0.01% 572

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

Reilly Financial Advisors's KKR Position: Q4 2015 in Review

Reilly Financial Advisors sold out of KKR & Co (KKR) in Q4 2015, closing a stake of 200 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in KKR in Q2 2014 and held it in 5 quarters. The position peaked at $9K in Q2 2014. 317 funds tracked by Wall St. Rank hold KKR as of Q4 2015.

  • Reilly Financial Advisors reported no remaining KKR & Co position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 KKR & Co shares in Q4 2015, an estimated $3K.
  • Reilly Financial Advisors first reported a position in KKR & Co in Q2 2014 and held it in 5 quarters.
  • Reilly Financial Advisors's KKR & Co position peaked at $9K in Q2 2014.
  • 317 funds tracked by Wall St. Rank held KKR & Co as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.