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Robert N. Shapiro’s KKR & Co KKR Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$5K Sell
200
-1,550
-89% -$34K ﹤0.01% 756
2014
Q3 		$39K Hold
1,750
– – 0.01% 518
2014
Q2 		$43K Buy
1,750
+200
+13% +$4.66K 0.01% 484
2014
Q1 		$35K Hold
1,550
– – 0.01% 505
2013
Q4 		$38K Hold
1,550
– – 0.01% 497
2013
Q3 		$32K Buy
+1,550
New +$31.1K 0.01% 688

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
LPVHS
Lexington Partners VI Holdings Sub New York $227M AUM 24.75% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Robert N. Shapiro's KKR Position: Q4 2014 in Review

Robert N. Shapiro reduced its KKR & Co (KKR) stake by 89% in Q4 2014, selling an estimated $34K and leaving 200 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Robert N. Shapiro first reported a position in KKR in Q3 2013 and has held it in 6 quarters since. The position peaked at $43K in Q2 2014. 327 funds tracked by Wall St. Rank hold KKR as of Q4 2014.

  • Robert N. Shapiro held 200 shares of KKR & Co worth $5K as of Q4 2014.
  • Robert N. Shapiro sold 1,550 KKR & Co shares in Q4 2014, an estimated $34K.
  • KKR & Co made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #756 holding.
  • Robert N. Shapiro first reported a position in KKR & Co in Q3 2013 and has held it in 6 quarters since.
  • Robert N. Shapiro's KKR & Co position peaked at $43K in Q2 2014.
  • 327 funds tracked by Wall St. Rank held KKR & Co as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.