V Wealth Advisors’s KKR & Co KKR Stock Holding History

V Wealth Advisors’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 Q3	–	Sell	-250	Closed	-$5K	–	479
2017 Q2	$5K	Buy	+250	New	+$4.58K	﹤0.01%	658

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

V Wealth Advisors's KKR Position: Q3 2017 in Review

V Wealth Advisors sold out of KKR & Co (KKR) in Q3 2017, closing a stake of 250 shares — an estimated $5K sold.

V Wealth Advisors first reported a position in KKR in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 316 funds tracked by Wall St. Rank hold KKR as of Q3 2017.

V Wealth Advisors reported no remaining KKR & Co position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 250 KKR & Co shares in Q3 2017, an estimated $5K.
V Wealth Advisors first reported a position in KKR & Co in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's KKR & Co position peaked at $5K in Q2 2017.
316 funds tracked by Wall St. Rank held KKR & Co as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.