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Seven Bridges Advisors’s KKR & Co KKR Stock Holding History

Seven Bridges 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
2018
Q1 		– Sell
-6,724
Closed -$142K – 47
2017
Q4 		$142K Hold
6,724
– – 0.12% 108
2017
Q3 		$137K Buy
+6,724
New +$128K 0.12% 121

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Seven Bridges Advisors's KKR Position: Q1 2018 in Review

Seven Bridges Advisors sold out of KKR & Co (KKR) in Q1 2018, closing a stake of 6,724 shares — an estimated $142K sold.

Seven Bridges Advisors first reported a position in KKR in Q3 2017 and held it in 2 quarters. The position peaked at $142K in Q4 2017. 338 funds tracked by Wall St. Rank hold KKR as of Q1 2018.

  • Seven Bridges Advisors reported no remaining KKR & Co position as of Q1 2018 after selling out during the quarter.
  • Seven Bridges Advisors sold 6,724 KKR & Co shares in Q1 2018, an estimated $142K.
  • Seven Bridges Advisors first reported a position in KKR & Co in Q3 2017 and held it in 2 quarters.
  • Seven Bridges Advisors's KKR & Co position peaked at $142K in Q4 2017.
  • 338 funds tracked by Wall St. Rank held KKR & Co as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.