DBRC
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D.B. Root & Company’s FS KKR Capital FSK Stock Holding History

D.B. Root & Company’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
2018
Q2 		– Sell
-3,175
Closed -$92K – 206
2018
Q1 		$92K Sell
3,175
-895
-22% -$26.6K 0.05% 189
2017
Q4 		$120K Buy
+4,070
New +$131K 0.1% 109

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MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

D.B. Root & Company's FSK Position: Q2 2018 in Review

D.B. Root & Company sold out of FS KKR Capital (FSK) in Q2 2018, closing a stake of 3,175 shares — an estimated $92K sold.

D.B. Root & Company first reported a position in FSK in Q4 2017 and held it in 2 quarters. The position peaked at $120K in Q4 2017. 203 funds tracked by Wall St. Rank hold FSK as of Q2 2018.

  • D.B. Root & Company reported no remaining FS KKR Capital position as of Q2 2018 after selling out during the quarter.
  • D.B. Root & Company sold 3,175 FS KKR Capital shares in Q2 2018, an estimated $92K.
  • D.B. Root & Company first reported a position in FS KKR Capital in Q4 2017 and held it in 2 quarters.
  • D.B. Root & Company's FS KKR Capital position peaked at $120K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2018.

Based on D.B. Root & Company's 13F filing for Q2 2018, filed 25 Jul 2018.