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CLA (CliftonLarsonAllen) Wealth Advisors’s FS KKR Capital FSK Stock Holding History

CLA (CliftonLarsonAllen) 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
2019
Q4 		$298K Buy
12,140
+3,575
+42% +$85.4K 0.02% 145
2019
Q3 		$200K Hold
8,565
– – 0.02% 142
2019
Q2 		$204K Buy
+8,565
New +$211K 0.02% 108

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
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
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of Montreal
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

CLA (CliftonLarsonAllen) Wealth Advisors's FSK Position: Q4 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its FS KKR Capital (FSK) stake by 42% in Q4 2019, buying an estimated $85.4K and bringing the position to 12,140 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #145.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in FSK in Q2 2019 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold FSK as of Q4 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 12,140 shares of FS KKR Capital worth $298K as of Q4 2019.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 3,575 FS KKR Capital shares in Q4 2019, an estimated $85.4K.
  • FS KKR Capital made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q4 2019, its #145 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in FS KKR Capital in Q2 2019 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.