Selz Capital’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Selz Capital’s Portfolio KFN Stock Details KFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-745,000	Closed	-$8.62M	–	63
2014 Q1	$8.62M	Hold	745,000	–	–	2.17%	18
2013 Q4	$9.08M	Sell	745,000 -300,000	-29%	-$3.08M	2.28%	18
2013 Q3	$10.8M	Hold	1,045,000	–	–	3.15%	14
2013 Q2	$11M	Buy	+1,045,000	New	+$11.2M	3.14%	12

Other funds holding KFN

PCM

Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

Selz Capital's KFN Position: Q2 2014 in Review

Selz Capital sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q2 2014, closing a stake of 745,000 shares — an estimated $8.62M sold.

Selz Capital first reported a position in KFN in Q2 2013 and held it in 4 quarters. The position peaked at $11M in Q2 2013. 1 fund tracked by Wall St. Rank holds KFN as of Q2 2014.

Selz Capital reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q2 2014 after selling out during the quarter.
Selz Capital sold 745,000 KKR FINANCIAL HOLDINGS LLC COM shares in Q2 2014, an estimated $8.62M.
Selz Capital first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 4 quarters.
Selz Capital's KKR FINANCIAL HOLDINGS LLC COM position peaked at $11M in Q2 2013.
1 fund tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q2 2014.

Based on Selz Capital's 13F filing for Q2 2014, filed 10 Jul 2014.