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Accredited Investors’s FS KKR Capital FSK Stock Holding History

Accredited Investors’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,500
Closed -$91K – 98
2016
Q2 		$91K Buy
+2,500
New +$90.5K 0.03% 95

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Accredited Investors's FSK Position: Q3 2016 in Review

Accredited Investors sold out of FS KKR Capital (FSK) in Q3 2016, closing a stake of 2,500 shares — an estimated $91K sold.

Accredited Investors first reported a position in FSK in Q2 2016 and held it in 1 quarter. The position peaked at $91K in Q2 2016. 155 funds tracked by Wall St. Rank hold FSK as of Q3 2016.

  • Accredited Investors reported no remaining FS KKR Capital position as of Q3 2016 after selling out during the quarter.
  • Accredited Investors sold 2,500 FS KKR Capital shares in Q3 2016, an estimated $91K.
  • Accredited Investors first reported a position in FS KKR Capital in Q2 2016 and held it in 1 quarter.
  • Accredited Investors's FS KKR Capital position peaked at $91K in Q2 2016.
  • 155 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2016.

Based on Accredited Investors's 13F filing for Q3 2016, filed 3 Nov 2016.