WRM
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Westport Resources Management’s KKR & Co KKR Stock Holding History

Westport Resources 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
2014
Q3 		– Sell
-2,000
Closed -$49K – 1030
2014
Q2 		$49K Buy
+2,000
New +$46.6K 0.01% 548

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Westport Resources Management's KKR Position: Q1 2016 in Review

Westport Resources Management sold out of KKR & Co (KKR) in Q1 2016, closing a stake of 300 shares — an estimated $5K sold.

Westport Resources Management first reported a position in KKR in Q1 2014 and held it in 8 quarters. The position peaked at $83K in Q2 2014. 303 funds tracked by Wall St. Rank hold KKR as of Q1 2016.

  • Westport Resources Management reported no remaining KKR & Co position as of Q1 2016 after selling out during the quarter.
  • Westport Resources Management sold 300 KKR & Co shares in Q1 2016, an estimated $5K.
  • Westport Resources Management first reported a position in KKR & Co in Q1 2014 and held it in 8 quarters.
  • Westport Resources Management's KKR & Co position peaked at $83K in Q2 2014.
  • 303 funds tracked by Wall St. Rank held KKR & Co as of Q1 2016.

Based on Westport Resources Management's 13F filing for Q1 2016, filed 16 May 2016.