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Vigilare Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Vigilare Wealth Management’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
Q2 		– Sell
-17,400
Closed -$185K – 136
2020
Q1 		$185K Sell
17,400
-7,570
-30% -$110K 0.22% 104
2019
Q4 		$397K Buy
+24,970
New +$385K 0.26% 92

Other funds holding KIO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Vigilare Wealth Management's KIO Position: Q2 2020 in Review

Vigilare Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q2 2020, closing a stake of 17,400 shares — an estimated $185K sold.

Vigilare Wealth Management first reported a position in KIO in Q4 2019 and held it in 2 quarters. The position peaked at $397K in Q4 2019. 49 funds tracked by Wall St. Rank hold KIO as of Q2 2020.

  • Vigilare Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Vigilare Wealth Management sold 17,400 KKR Income Opportunities Fund shares in Q2 2020, an estimated $185K.
  • Vigilare Wealth Management first reported a position in KKR Income Opportunities Fund in Q4 2019 and held it in 2 quarters.
  • Vigilare Wealth Management's KKR Income Opportunities Fund position peaked at $397K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2020.

Based on Vigilare Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.