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

BT 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
2020
Q2 		– Sell
-16,383
Closed -$197K – 58
2020
Q1 		$197K Buy
16,383
+1,250
+8% +$26.8K 0.11% 51
2019
Q4 		$371K Hold
15,133
– – 0.19% 41
2019
Q3 		$353K Hold
15,133
– – 0.2% 40
2019
Q2 		$336K Hold
15,133
– – 0.19% 39
2019
Q1 		$366K Sell
15,133
-1,125
-7% -$27.9K 0.22% 38
2018
Q4 		$414K Buy
+16,258
New +$405K 0.18% 60

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BT Wealth Management's FSK Position: Q2 2020 in Review

BT Wealth Management sold out of FS KKR Capital (FSK) in Q2 2020, closing a stake of 16,383 shares — an estimated $197K sold.

BT Wealth Management first reported a position in FSK in Q4 2018 and held it in 6 quarters. The position peaked at $414K in Q4 2018. 220 funds tracked by Wall St. Rank hold FSK as of Q2 2020.

  • BT Wealth Management reported no remaining FS KKR Capital position as of Q2 2020 after selling out during the quarter.
  • BT Wealth Management sold 16,383 FS KKR Capital shares in Q2 2020, an estimated $197K.
  • BT Wealth Management first reported a position in FS KKR Capital in Q4 2018 and held it in 6 quarters.
  • BT Wealth Management's FS KKR Capital position peaked at $414K in Q4 2018.
  • 220 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2020.

Based on BT Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.