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Burt Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-1,228
Closed -$45K – 471
2016
Q1 		$45K Hold
1,228
– – 0.04% 178
2015
Q4 		$44K Hold
1,228
– – 0.04% 157
2015
Q3 		$45K Hold
1,228
– – 0.06% 143
2015
Q2 		$48K Hold
1,228
– – 0.05% 149
2015
Q1 		$50K Hold
1,228
– – 0.05% 138
2014
Q4 		$49K Buy
+1,228
New +$50.8K 0.05% 141

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Burt Wealth Advisors's FSK Position: Q2 2016 in Review

Burt Wealth Advisors sold out of FS KKR Capital (FSK) in Q2 2016, closing a stake of 1,228 shares — an estimated $45K sold.

Burt Wealth Advisors first reported a position in FSK in Q4 2014 and held it in 6 quarters. The position peaked at $50K in Q1 2015. 154 funds tracked by Wall St. Rank hold FSK as of Q2 2016.

  • Burt Wealth Advisors reported no remaining FS KKR Capital position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,228 FS KKR Capital shares in Q2 2016, an estimated $45K.
  • Burt Wealth Advisors first reported a position in FS KKR Capital in Q4 2014 and held it in 6 quarters.
  • Burt Wealth Advisors's FS KKR Capital position peaked at $50K in Q1 2015.
  • 154 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.