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Vigilant Capital Management’s KKR & Co KKR Stock Holding History

Vigilant Capital Management’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
2018
Q1 		– Sell
-100
Closed -$2K – 444
2017
Q4 		$2K Buy
+100
New +$2.01K ﹤0.01% 393

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vigilant Capital Management's KKR Position: Q1 2018 in Review

Vigilant Capital Management sold out of KKR & Co (KKR) in Q1 2018, closing a stake of 100 shares — an estimated $2K sold.

Vigilant Capital Management first reported a position in KKR in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 338 funds tracked by Wall St. Rank hold KKR as of Q1 2018.

  • Vigilant Capital Management reported no remaining KKR & Co position as of Q1 2018 after selling out during the quarter.
  • Vigilant Capital Management sold 100 KKR & Co shares in Q1 2018, an estimated $2K.
  • Vigilant Capital Management first reported a position in KKR & Co in Q4 2017 and held it in 1 quarter.
  • Vigilant Capital Management's KKR & Co position peaked at $2K in Q4 2017.
  • 338 funds tracked by Wall St. Rank held KKR & Co as of Q1 2018.

Based on Vigilant Capital Management's 13F filing for Q1 2018, filed 4 Apr 2018.