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Truvvo Partners’s KKR & Co KKR Stock Holding History

Truvvo Partners’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
2017
Q1 		– Sell
-71,366
Closed -$1.1K – 124
2016
Q4 		$1.1K Hold
71,366
– – 0.38% 48
2016
Q3 		$1.02M Hold
71,366
– – 0.46% 50
2016
Q2 		$881K Buy
+71,366
New +$955K 0.45% 53

Other funds holding KKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Truvvo Partners's KKR Position: Q1 2017 in Review

Truvvo Partners sold out of KKR & Co (KKR) in Q1 2017, closing a stake of 71,366 shares — an estimated $1.1K sold.

Truvvo Partners first reported a position in KKR in Q2 2016 and held it in 3 quarters. The position peaked at $1.02M in Q3 2016. 312 funds tracked by Wall St. Rank hold KKR as of Q1 2017.

  • Truvvo Partners reported no remaining KKR & Co position as of Q1 2017 after selling out during the quarter.
  • Truvvo Partners sold 71,366 KKR & Co shares in Q1 2017, an estimated $1.1K.
  • Truvvo Partners first reported a position in KKR & Co in Q2 2016 and held it in 3 quarters.
  • Truvvo Partners's KKR & Co position peaked at $1.02M in Q3 2016.
  • 312 funds tracked by Wall St. Rank held KKR & Co as of Q1 2017.

Based on Truvvo Partners's 13F filing for Q1 2017, filed 15 May 2017.