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Wealthfront’s KKR & Co KKR Stock Holding History

Wealthfront’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
2014
Q3 		– Sell
-225
Closed -$6K – 698
2014
Q2 		$6K Buy
+225
New +$5.24K ﹤0.01% 532

Other funds holding KKR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
LPVHS
Lexington Partners VI Holdings Sub New York $227M AUM 24.75% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront's KKR Position: Q3 2014 in Review

Wealthfront sold out of KKR & Co (KKR) in Q3 2014, closing a stake of 225 shares — an estimated $6K sold.

Wealthfront first reported a position in KKR in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 301 funds tracked by Wall St. Rank hold KKR as of Q3 2014.

  • Wealthfront reported no remaining KKR & Co position as of Q3 2014 after selling out during the quarter.
  • Wealthfront sold 225 KKR & Co shares in Q3 2014, an estimated $6K.
  • Wealthfront first reported a position in KKR & Co in Q2 2014 and held it in 1 quarter.
  • Wealthfront's KKR & Co position peaked at $6K in Q2 2014.
  • 301 funds tracked by Wall St. Rank held KKR & Co as of Q3 2014.

Based on Wealthfront's 13F filing for Q3 2014, filed 14 Nov 2014.