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Summit Financial Wealth Advisors’s KKR & Co KKR Stock Holding History

Summit Financial Wealth 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
2015
Q3 		– Sell
-2,215
Closed -$50K – 241
2015
Q2 		$50K Buy
+2,215
New +$50.9K 0.03% 143

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
LPVHS
Lexington Partners VI Holdings Sub New York $227M AUM 24.75% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Summit Financial Wealth Advisors's KKR Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of KKR & Co (KKR) in Q3 2015, closing a stake of 2,215 shares — an estimated $50K sold.

Summit Financial Wealth Advisors first reported a position in KKR in Q2 2015 and held it in 1 quarter. The position peaked at $50K in Q2 2015. 329 funds tracked by Wall St. Rank hold KKR as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining KKR & Co position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,215 KKR & Co shares in Q3 2015, an estimated $50K.
  • Summit Financial Wealth Advisors first reported a position in KKR & Co in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's KKR & Co position peaked at $50K in Q2 2015.
  • 329 funds tracked by Wall St. Rank held KKR & Co as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.