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

WealthBridge 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
2019
Q2 		– Sell
-3,000
Closed -$72K – 515
2019
Q1 		$72K Sell
3,000
-36
-1% -$820 0.05% 228
2018
Q4 		$60K Buy
+3,036
New +$69.4K 0.05% 225

Other funds holding KKR

VH
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

WealthBridge Capital Management's KKR Position: Q2 2019 in Review

WealthBridge Capital Management sold out of KKR & Co (KKR) in Q2 2019, closing a stake of 3,000 shares — an estimated $72K sold.

WealthBridge Capital Management first reported a position in KKR in Q4 2018 and held it in 2 quarters. The position peaked at $72K in Q1 2019. 454 funds tracked by Wall St. Rank hold KKR as of Q2 2019.

  • WealthBridge Capital Management reported no remaining KKR & Co position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 3,000 KKR & Co shares in Q2 2019, an estimated $72K.
  • WealthBridge Capital Management first reported a position in KKR & Co in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's KKR & Co position peaked at $72K in Q1 2019.
  • 454 funds tracked by Wall St. Rank held KKR & Co as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.