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Badgley, Phelps & Bell’s FS KKR Capital FSK Stock Holding History

Badgley, Phelps & Bell’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
2020
Q2 		– Sell
-3,838
Closed -$46K – 189
2020
Q1 		$46K Buy
+3,838
New +$82.2K ﹤0.01% 176

Other funds holding FSK

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OHA
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Commonwealth Equity Services
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Badgley, Phelps & Bell's FSK Position: Q2 2020 in Review

Badgley, Phelps & Bell sold out of FS KKR Capital (FSK) in Q2 2020, closing a stake of 3,838 shares — an estimated $46K sold.

Badgley, Phelps & Bell first reported a position in FSK in Q1 2020 and held it in 1 quarter. The position peaked at $46K in Q1 2020. 220 funds tracked by Wall St. Rank hold FSK as of Q2 2020.

  • Badgley, Phelps & Bell reported no remaining FS KKR Capital position as of Q2 2020 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 3,838 FS KKR Capital shares in Q2 2020, an estimated $46K.
  • Badgley, Phelps & Bell first reported a position in FS KKR Capital in Q1 2020 and held it in 1 quarter.
  • Badgley, Phelps & Bell's FS KKR Capital position peaked at $46K in Q1 2020.
  • 220 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2020.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2020, filed 5 Aug 2020.