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

Windsor 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
2015
Q4 		– Sell
-900
Closed -$15K – 267
2015
Q3 		$15K Buy
+900
New +$19.1K 0.01% 295

Other funds holding KKR

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
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Windsor Capital Management's KKR Position: Q4 2015 in Review

Windsor Capital Management sold out of KKR & Co (KKR) in Q4 2015, closing a stake of 900 shares — an estimated $15K sold.

Windsor Capital Management first reported a position in KKR in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 317 funds tracked by Wall St. Rank hold KKR as of Q4 2015.

  • Windsor Capital Management reported no remaining KKR & Co position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 900 KKR & Co shares in Q4 2015, an estimated $15K.
  • Windsor Capital Management first reported a position in KKR & Co in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's KKR & Co position peaked at $15K in Q3 2015.
  • 317 funds tracked by Wall St. Rank held KKR & Co as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.