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Advocacy Wealth Management Services’s FS KKR Capital FSK Stock Holding History

Advocacy Wealth Management Services’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
Q4 		– Sell
-125
Closed -$5K – 332
2016
Q3 		$5K Hold
125
– – ﹤0.01% 323
2016
Q2 		$5K Hold
125
– – ﹤0.01% 349
2016
Q1 		$5K Hold
125
– – ﹤0.01% 416
2015
Q4 		$4K Buy
+125
New +$4.81K ﹤0.01% 441

Other funds holding FSK

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VNIM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Advocacy Wealth Management Services's FSK Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of FS KKR Capital (FSK) in Q4 2016, closing a stake of 125 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in FSK in Q4 2015 and held it in 4 quarters. The position peaked at $5K in Q3 2016. 172 funds tracked by Wall St. Rank hold FSK as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining FS KKR Capital position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 125 FS KKR Capital shares in Q4 2016, an estimated $5K.
  • Advocacy Wealth Management Services first reported a position in FS KKR Capital in Q4 2015 and held it in 4 quarters.
  • Advocacy Wealth Management Services's FS KKR Capital position peaked at $5K in Q3 2016.
  • 172 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.