Tower Research Capital (TRC)’s KKR Income Opportunities Fund KIO Stock Holding History

Tower Research Capital (TRC)’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
2024 Q3	–	Sell	-44	Closed	-$603	–	5864
2024 Q2	$603	Buy	+44	New	+$590	﹤0.01%	5292
2022 Q2	–	Sell	-412	Closed	-$6K	–	6316
2022 Q1	$6K	Buy	+412	New	+$6.3K	﹤0.01%	4895
2015 Q2	–	Sell	-572	Closed	-$9K	–	4733
2015 Q1	$9K	Buy	+572	New	+$9.4K	﹤0.01%	2863
2014 Q3	–	Sell	-2,203	Closed	-$41K	–	4658
2014 Q2	$41K	Sell	2,203 -2,390	-52%	-$43.3K	0.01%	1394
2014 Q1	$82K	Sell	4,593 -5,085	-53%	-$92.2K	0.01%	808
2013 Q4	$174K	Sell	9,678 -2,872	-23%	-$51K	0.03%	582
2013 Q3	$218K	Buy	+12,550	New	+$231K	0.02%	694

Other funds holding KIO

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tower Research Capital (TRC)'s KIO Position: Q3 2024 in Review

Tower Research Capital (TRC) sold out of KKR Income Opportunities Fund (KIO) in Q3 2024, closing a stake of 44 shares — an estimated $603 sold.

Tower Research Capital (TRC) first reported a position in KIO in Q3 2013 and held it in 7 quarters. The position peaked at $218K in Q3 2013. 59 funds tracked by Wall St. Rank hold KIO as of Q3 2024.

Tower Research Capital (TRC) reported no remaining KKR Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Tower Research Capital (TRC) sold 44 KKR Income Opportunities Fund shares in Q3 2024, an estimated $603.
Tower Research Capital (TRC) first reported a position in KKR Income Opportunities Fund in Q3 2013 and held it in 7 quarters.
Tower Research Capital (TRC)'s KKR Income Opportunities Fund position peaked at $218K in Q3 2013.
59 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2024.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2024, filed 14 Nov 2024.