Baystate Wealth Management’s FS KKR Capital FSK Stock Holding History

Baystate Wealth Management’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
2019 Q1	–	Sell	-249	Closed	-$6K	–	680
2018 Q4	$6K	Hold	249	–	–	﹤0.01%	423
2018 Q3	$7K	Sell	249 -1	-0.4%	-$31	﹤0.01%	407
2018 Q2	$8K	Buy	250 +6	+2%	+$183	﹤0.01%	395
2018 Q1	$7K	Buy	+244	New	+$7.26K	﹤0.01%	386

Other funds holding FSK

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baystate Wealth Management's FSK Position: Q1 2019 in Review

Baystate Wealth Management sold out of FS KKR Capital (FSK) in Q1 2019, closing a stake of 249 shares — an estimated $6K sold.

Baystate Wealth Management first reported a position in FSK in Q1 2018 and held it in 4 quarters. The position peaked at $8K in Q2 2018. 328 funds tracked by Wall St. Rank hold FSK as of Q1 2019.

Baystate Wealth Management reported no remaining FS KKR Capital position as of Q1 2019 after selling out during the quarter.
Baystate Wealth Management sold 249 FS KKR Capital shares in Q1 2019, an estimated $6K.
Baystate Wealth Management first reported a position in FS KKR Capital in Q1 2018 and held it in 4 quarters.
Baystate Wealth Management's FS KKR Capital position peaked at $8K in Q2 2018.
328 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.