Ropes Wealth Advisors’s KKR & Co KKR Stock Holding History

Ropes Wealth 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
2017 Q4	–	Sell	-658	Closed	-$13K	–	792
2017 Q3	$13K	Hold	658	–	–	﹤0.01%	481
2017 Q2	$12K	Buy	+658	New	+$12K	﹤0.01%	448

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ropes Wealth Advisors's KKR Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of KKR & Co (KKR) in Q4 2017, closing a stake of 658 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in KKR in Q2 2017 and held it in 2 quarters. The position peaked at $13K in Q3 2017. 333 funds tracked by Wall St. Rank hold KKR as of Q4 2017.

Ropes Wealth Advisors reported no remaining KKR & Co position as of Q4 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 658 KKR & Co shares in Q4 2017, an estimated $13K.
Ropes Wealth Advisors first reported a position in KKR & Co in Q2 2017 and held it in 2 quarters.
Ropes Wealth Advisors's KKR & Co position peaked at $13K in Q3 2017.
333 funds tracked by Wall St. Rank held KKR & Co as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.