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

Campbell 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
Q2 		– Sell
-17,149
Closed -$415K – 63
2019
Q1 		$415K Sell
17,149
-5,603
-25% -$139K 0.11% 25
2018
Q4 		$471K Buy
+22,752
New +$566K 0.15% 24

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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Campbell Wealth Management's FSK Position: Q2 2019 in Review

Campbell Wealth Management sold out of FS KKR Capital (FSK) in Q2 2019, closing a stake of 17,149 shares — an estimated $415K sold.

Campbell Wealth Management first reported a position in FSK in Q4 2018 and held it in 2 quarters. The position peaked at $471K in Q4 2018. 317 funds tracked by Wall St. Rank hold FSK as of Q2 2019.

  • Campbell Wealth Management reported no remaining FS KKR Capital position as of Q2 2019 after selling out during the quarter.
  • Campbell Wealth Management sold 17,149 FS KKR Capital shares in Q2 2019, an estimated $415K.
  • Campbell Wealth Management first reported a position in FS KKR Capital in Q4 2018 and held it in 2 quarters.
  • Campbell Wealth Management's FS KKR Capital position peaked at $471K in Q4 2018.
  • 317 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2019.

Based on Campbell Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.