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Taylor Hoffman Wealth Management’s KKR & Co KKR Stock Holding History

Taylor Hoffman Wealth 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
2018
Q1 		– Sell
-510
Closed -$11K – 452
2017
Q4 		$11K Buy
+510
New +$10.2K 0.01% 277

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Taylor Hoffman Wealth Management's KKR Position: Q1 2018 in Review

Taylor Hoffman Wealth Management sold out of KKR & Co (KKR) in Q1 2018, closing a stake of 510 shares — an estimated $11K sold.

Taylor Hoffman Wealth Management first reported a position in KKR in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 338 funds tracked by Wall St. Rank hold KKR as of Q1 2018.

  • Taylor Hoffman Wealth Management reported no remaining KKR & Co position as of Q1 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 510 KKR & Co shares in Q1 2018, an estimated $11K.
  • Taylor Hoffman Wealth Management first reported a position in KKR & Co in Q4 2017 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's KKR & Co position peaked at $11K in Q4 2017.
  • 338 funds tracked by Wall St. Rank held KKR & Co as of Q1 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.