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America First Investment Advisors’s FS KKR Capital FSK Stock Holding History

America First Investment Advisors’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
Q1 		– Sell
-278
Closed -$10K – 144
2015
Q4 		$10K Hold
278
– – ﹤0.01% 87
2015
Q3 		$10K Buy
+278
New +$11.2K ﹤0.01% 91

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

America First Investment Advisors's FSK Position: Q1 2016 in Review

America First Investment Advisors sold out of FS KKR Capital (FSK) in Q1 2016, closing a stake of 278 shares — an estimated $10K sold.

America First Investment Advisors first reported a position in FSK in Q3 2015 and held it in 2 quarters. The position peaked at $10K in Q4 2015. 153 funds tracked by Wall St. Rank hold FSK as of Q1 2016.

  • America First Investment Advisors reported no remaining FS KKR Capital position as of Q1 2016 after selling out during the quarter.
  • America First Investment Advisors sold 278 FS KKR Capital shares in Q1 2016, an estimated $10K.
  • America First Investment Advisors first reported a position in FS KKR Capital in Q3 2015 and held it in 2 quarters.
  • America First Investment Advisors's FS KKR Capital position peaked at $10K in Q4 2015.
  • 153 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2016.

Based on America First Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.