UCFA
KFN

United Capital Financial Advisors’s KKR FINANCIAL HOLDINGS LLC COM KFN Stock Holding History

United Capital Financial Advisors’s Portfolio KFN Stock Details KFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-117,341
Closed -$1.36M – 988
2014
Q1 		$1.36M Sell
117,341
-5,700
-5% -$69.7K 0.03% 422
2013
Q4 		$1.5M Sell
123,041
-141,459
-53% -$1.45M 0.05% 281
2013
Q3 		$2.73M Sell
264,500
-2,000
-0.8% -$20.9K 0.09% 215
2013
Q2 		$2.81M Buy
+266,500
New +$2.85M 0.07% 264

Other funds holding KFN

PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

United Capital Financial Advisors's KFN Position: Q2 2014 in Review

United Capital Financial Advisors sold out of KKR FINANCIAL HOLDINGS LLC COM (KFN) in Q2 2014, closing a stake of 117,341 shares — an estimated $1.36M sold.

United Capital Financial Advisors first reported a position in KFN in Q2 2013 and held it in 4 quarters. The position peaked at $2.81M in Q2 2013. 1 fund tracked by Wall St. Rank holds KFN as of Q2 2014.

  • United Capital Financial Advisors reported no remaining KKR FINANCIAL HOLDINGS LLC COM position as of Q2 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 117,341 KKR FINANCIAL HOLDINGS LLC COM shares in Q2 2014, an estimated $1.36M.
  • United Capital Financial Advisors first reported a position in KKR FINANCIAL HOLDINGS LLC COM in Q2 2013 and held it in 4 quarters.
  • United Capital Financial Advisors's KKR FINANCIAL HOLDINGS LLC COM position peaked at $2.81M in Q2 2013.
  • 1 fund tracked by Wall St. Rank held KKR FINANCIAL HOLDINGS LLC COM as of Q2 2014.

Based on United Capital Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.