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Sheaff Brock Investment Advisors’s KKR & Co KKR Stock Holding History

Sheaff Brock Investment 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
-10,123
Closed -$206K – 546
2017
Q3 		$206K Buy
10,123
+2
+0% +$38 0.03% 477
2017
Q2 		$188K Sell
10,121
-8,997
-47% -$165K 0.02% 521
2017
Q1 		$349K Buy
19,118
+1,302
+7% +$23.1K 0.05% 352
2016
Q4 		$274K Sell
17,816
-498
-3% -$7.51K 0.03% 434
2016
Q3 		$261K Buy
18,314
+2
+0% +$28 0.03% 397
2016
Q2 		$226K Sell
18,312
-4,419
-19% -$59.1K 0.03% 446
2016
Q1 		$334K Buy
22,731
+3
+0% +$41 0.04% 359
2015
Q4 		$354K Buy
+22,728
New +$389K 0.04% 374

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sheaff Brock Investment Advisors's KKR Position: Q4 2017 in Review

Sheaff Brock Investment Advisors sold out of KKR & Co (KKR) in Q4 2017, closing a stake of 10,123 shares — an estimated $206K sold.

Sheaff Brock Investment Advisors first reported a position in KKR in Q4 2015 and held it in 8 quarters. The position peaked at $354K in Q4 2015. 333 funds tracked by Wall St. Rank hold KKR as of Q4 2017.

  • Sheaff Brock Investment Advisors reported no remaining KKR & Co position as of Q4 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,123 KKR & Co shares in Q4 2017, an estimated $206K.
  • Sheaff Brock Investment Advisors first reported a position in KKR & Co in Q4 2015 and held it in 8 quarters.
  • Sheaff Brock Investment Advisors's KKR & Co position peaked at $354K in Q4 2015.
  • 333 funds tracked by Wall St. Rank held KKR & Co as of Q4 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.