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SignalPoint Asset Management’s KKR & Co KKR Stock Holding History

SignalPoint Asset Management’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
2016
Q3 		– Sell
-41,134
Closed -$508K – 242
2016
Q2 		$508K Buy
41,134
+2,284
+6% +$30.6K 0.21% 106
2016
Q1 		$571K Buy
38,850
+20,282
+109% +$276K 0.24% 80
2015
Q4 		$289K Buy
+18,568
New +$317K 0.13% 141

Other funds holding KKR

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
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

SignalPoint Asset Management's KKR Position: Q3 2016 in Review

SignalPoint Asset Management sold out of KKR & Co (KKR) in Q3 2016, closing a stake of 41,134 shares — an estimated $508K sold.

SignalPoint Asset Management first reported a position in KKR in Q4 2015 and held it in 3 quarters. The position peaked at $571K in Q1 2016. 293 funds tracked by Wall St. Rank hold KKR as of Q3 2016.

  • SignalPoint Asset Management reported no remaining KKR & Co position as of Q3 2016 after selling out during the quarter.
  • SignalPoint Asset Management sold 41,134 KKR & Co shares in Q3 2016, an estimated $508K.
  • SignalPoint Asset Management first reported a position in KKR & Co in Q4 2015 and held it in 3 quarters.
  • SignalPoint Asset Management's KKR & Co position peaked at $571K in Q1 2016.
  • 293 funds tracked by Wall St. Rank held KKR & Co as of Q3 2016.

Based on SignalPoint Asset Management's 13F filing for Q3 2016, filed 1 Nov 2016.