Bruderman Asset Management’s FS KKR Capital FSK Stock Holding History

Bruderman Asset 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 Q4	–	Sell	-22,013	Closed	-$518K	–	101
2019 Q3	$518K	Hold	22,013	–	–	0.13%	88
2019 Q2	$525K	Hold	22,013	–	–	0.12%	79
2019 Q1	$533K	Hold	22,013	–	–	0.12%	90
2018 Q4	$456K	Buy	+22,013	New	+$548K	0.12%	88

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 $10.2B AUM 67.73% 1-Year Est. Return

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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Bruderman Asset Management's FSK Position: Q4 2019 in Review

Bruderman Asset Management sold out of FS KKR Capital (FSK) in Q4 2019, closing a stake of 22,013 shares — an estimated $518K sold.

Bruderman Asset Management first reported a position in FSK in Q4 2018 and held it in 4 quarters. The position peaked at $533K in Q1 2019. 358 funds tracked by Wall St. Rank hold FSK as of Q4 2019.

Bruderman Asset Management reported no remaining FS KKR Capital position as of Q4 2019 after selling out during the quarter.
Bruderman Asset Management sold 22,013 FS KKR Capital shares in Q4 2019, an estimated $518K.
Bruderman Asset Management first reported a position in FS KKR Capital in Q4 2018 and held it in 4 quarters.
Bruderman Asset Management's FS KKR Capital position peaked at $533K in Q1 2019.
358 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2019.

Based on Bruderman Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.