SignatureFD’s KKR Income Opportunities Fund KIO Stock Holding History

SignatureFD’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
2022 Q4	–	Sell	-300	Closed	-$3K	–	3350
2022 Q3	$3K	Buy	+300	New	+$3.65K	﹤0.01%	2654

Other funds holding KIO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SRC

Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SignatureFD's KIO Position: Q4 2022 in Review

SignatureFD sold out of KKR Income Opportunities Fund (KIO) in Q4 2022, closing a stake of 300 shares — an estimated $3K sold.

SignatureFD first reported a position in KIO in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 48 funds tracked by Wall St. Rank hold KIO as of Q4 2022.

SignatureFD reported no remaining KKR Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
SignatureFD sold 300 KKR Income Opportunities Fund shares in Q4 2022, an estimated $3K.
SignatureFD first reported a position in KKR Income Opportunities Fund in Q3 2022 and held it in 1 quarter.
SignatureFD's KKR Income Opportunities Fund position peaked at $3K in Q3 2022.
48 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2022.

Based on SignatureFD's 13F filing for Q4 2022, filed 30 Jan 2023.