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Buckingham Strategic Wealth’s FS KKR Capital FSK Stock Holding History

Buckingham Strategic Wealth’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
-12,748
Closed -$264K – 422
2018
Q4 		$264K Buy
+12,748
New +$317K 0.04% 287

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Buckingham Strategic Wealth's FSK Position: Q1 2019 in Review

Buckingham Strategic Wealth sold out of FS KKR Capital (FSK) in Q1 2019, closing a stake of 12,748 shares — an estimated $264K sold.

Buckingham Strategic Wealth first reported a position in FSK in Q4 2018 and held it in 1 quarter. The position peaked at $264K in Q4 2018. 328 funds tracked by Wall St. Rank hold FSK as of Q1 2019.

  • Buckingham Strategic Wealth reported no remaining FS KKR Capital position as of Q1 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 12,748 FS KKR Capital shares in Q1 2019, an estimated $264K.
  • Buckingham Strategic Wealth first reported a position in FS KKR Capital in Q4 2018 and held it in 1 quarter.
  • Buckingham Strategic Wealth's FS KKR Capital position peaked at $264K in Q4 2018.
  • 328 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2019, filed 2 May 2019.