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RPG Investment Advisory’s KKR Income Opportunities Fund KIO Stock Holding History

RPG Investment Advisory’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-400
Closed -$7K – 220
2021
Q3 		$7K Hold
400
– – ﹤0.01% 239
2021
Q2 		$7K Hold
400
– – ﹤0.01% 245
2021
Q1 		$6K Hold
400
– – ﹤0.01% 263
2020
Q4 		$6K Hold
400
– – ﹤0.01% 241
2020
Q3 		$5K Hold
400
– – ﹤0.01% 238
2020
Q2 		$5K Buy
+400
New +$4.56K ﹤0.01% 243

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

RPG Investment Advisory's KIO Position: Q4 2021 in Review

RPG Investment Advisory sold out of KKR Income Opportunities Fund (KIO) in Q4 2021, closing a stake of 400 shares — an estimated $7K sold.

RPG Investment Advisory first reported a position in KIO in Q2 2020 and held it in 6 quarters. The position peaked at $7K in Q3 2021. 46 funds tracked by Wall St. Rank hold KIO as of Q4 2021.

  • RPG Investment Advisory reported no remaining KKR Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • RPG Investment Advisory sold 400 KKR Income Opportunities Fund shares in Q4 2021, an estimated $7K.
  • RPG Investment Advisory first reported a position in KKR Income Opportunities Fund in Q2 2020 and held it in 6 quarters.
  • RPG Investment Advisory's KKR Income Opportunities Fund position peaked at $7K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.