Truist Financial
KIO

Truist Financial’s KKR Income Opportunities Fund KIO Stock Holding History

Truist Financial’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
2020
Q1 		– Sell
-16,750
Closed -$264K – 2493
2019
Q4 		$264K Buy
+16,750
New +$258K ﹤0.01% 2221

Other funds holding KIO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truist Financial's KIO Position: Q1 2020 in Review

Truist Financial sold out of KKR Income Opportunities Fund (KIO) in Q1 2020, closing a stake of 16,750 shares — an estimated $264K sold.

Truist Financial first reported a position in KIO in Q4 2019 and held it in 1 quarter. The position peaked at $264K in Q4 2019. 54 funds tracked by Wall St. Rank hold KIO as of Q1 2020.

  • Truist Financial reported no remaining KKR Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Truist Financial sold 16,750 KKR Income Opportunities Fund shares in Q1 2020, an estimated $264K.
  • Truist Financial first reported a position in KKR Income Opportunities Fund in Q4 2019 and held it in 1 quarter.
  • Truist Financial's KKR Income Opportunities Fund position peaked at $264K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2020.

Based on Truist Financial's 13F filing for Q1 2020, filed 15 May 2020.