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WFG Advisors’s KKR & Co KKR Stock Holding History

WFG Advisors’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
2017
Q2 		$3.15M Buy
169,373
+33,774
+25% +$618K 0.71% 28
2017
Q1 		$2.47M Buy
135,599
+52,184
+63% +$927K 0.66% 33
2016
Q4 		$1.28M Sell
83,415
-5,758
-6% -$86.8K 0.31% 83
2016
Q3 		$1.27M Buy
89,173
+5,846
+7% +$82.9K 0.32% 83
2016
Q2 		$1.03M Sell
83,327
-8,362
-9% -$112K 0.27% 94
2016
Q1 		$1.35M Sell
91,689
-15,124
-14% -$206K 0.39% 56
2015
Q4 		$1.67M Sell
106,813
-77,283
-42% -$1.32M 0.5% 41
2015
Q3 		$3.09M Buy
184,096
+13,573
+8% +$288K 0.97% 19
2015
Q2 		$3.9M Buy
170,523
+47,729
+39% +$1.1M 1.07% 12
2015
Q1 		$2.8M Buy
122,794
+38,975
+46% +$920K 0.78% 22
2014
Q4 		$1.95M Buy
83,819
+264
+0.3% +$5.79K 0.39% 47
2014
Q3 		$1.86M Sell
83,555
-303
-0.4% -$7.11K 0.35% 49
2014
Q2 		$2.04M Buy
83,858
+6,712
+9% +$156K 0.38% 49
2014
Q1 		$1.76M Buy
77,146
+33,741
+78% +$817K 0.35% 52
2013
Q4 		$1.06M Buy
43,405
+7,178
+20% +$165K 0.15% 161
2013
Q3 		$746K Sell
36,227
-3,481
-9% -$69.8K 0.12% 205
2013
Q2 		$781K Buy
+39,708
New +$788K 0.13% 190

Other funds holding KKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WFG Advisors's KKR Position: Q2 2017 in Review

WFG Advisors increased its KKR & Co (KKR) stake by 25% in Q2 2017, buying an estimated $618K and bringing the position to 169,373 shares worth $3.15M. The position accounts for 0.71% of the portfolio, ranked #28.

WFG Advisors first reported a position in KKR in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.9M in Q2 2015. 319 funds tracked by Wall St. Rank hold KKR as of Q2 2017.

  • WFG Advisors held 169,373 shares of KKR & Co worth $3.15M as of Q2 2017.
  • WFG Advisors bought 33,774 KKR & Co shares in Q2 2017, an estimated $618K.
  • KKR & Co made up 0.71% of WFG Advisors's portfolio in Q2 2017, its #28 holding.
  • WFG Advisors first reported a position in KKR & Co in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's KKR & Co position peaked at $3.9M in Q2 2015.
  • 319 funds tracked by Wall St. Rank held KKR & Co as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.