SNC
KFN

Stifel Nicolaus & Co’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$158K Hold
15,300
– – ﹤0.01% 1400
2013
Q2 		$161K Buy
+15,300
New +$163K ﹤0.01% 1304

Other funds holding KFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Stifel Nicolaus & Co's KFN Position: Q3 2013 in Review

Stifel Nicolaus & Co held its KKR FINANCIAL HOLDINGS LLC COM (KFN) position steady in Q3 2013 at 15,300 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Stifel Nicolaus & Co first reported a position in KFN in Q2 2013 and has held it in 2 quarters since. The position peaked at $161K in Q2 2013. 143 funds tracked by Wall St. Rank hold KFN as of Q3 2013.

  • Stifel Nicolaus & Co held 15,300 shares of KKR FINANCIAL HOLDINGS LLC COM worth $158K as of Q3 2013.
  • Stifel Nicolaus & Co left its KKR FINANCIAL HOLDINGS LLC COM share count unchanged in Q3 2013.
  • KKR FINANCIAL HOLDINGS LLC COM made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1400 holding.
  • Stifel Nicolaus & Co first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's KKR FINANCIAL HOLDINGS LLC COM position peaked at $161K in Q2 2013.
  • 143 funds tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.