CG
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Cutler Group’s FS KKR Capital FSK Stock Holding History

Cutler Group’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
2023
Q4 		– Sell
-1,400
Closed -$1K – 3848
2023
Q3 		$1K Sell
1,400
-700
-33% -$14K ﹤0.01% 3505
2023
Q2 		$2K Hold
2,100
– – ﹤0.01% 3020
2023
Q1 		$4K Sell
2,100
-4,500
-68% -$85.3K ﹤0.01% 2819
2022
Q4 		$4K Buy
6,600
+3,000
+83% +$55.8K ﹤0.01% 3297
2022
Q3 		$8K Buy
+3,600
New +$75.1K ﹤0.01% 3273
2019
Q1 		– Sell
-7,225
Closed -$71K – 4271
2018
Q4 		$71K Buy
7,225
+1,325
+22% +$33K 0.01% 1266
2018
Q3 		$16K Buy
+5,900
New +$180K ﹤0.01% 2379
2016
Q1 		– Sell
-2,750
Closed -$10K – 6694
2015
Q4 		$10K Buy
+2,750
New +$106K ﹤0.01% 4127

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return