Efficient Advisors’s FS KKR Capital FSK Stock Holding History

Efficient 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
2017 Q1	–	Sell	-3,200	Closed	-$132K	–	60
2016 Q4	$132K	Hold	3,200	–	–	0.02%	63
2016 Q3	$121K	Buy	+3,200	New	+$121K	0.02%	72

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Efficient Advisors's FSK Position: Q1 2017 in Review

Efficient Advisors sold out of FS KKR Capital (FSK) in Q1 2017, closing a stake of 3,200 shares — an estimated $132K sold.

Efficient Advisors first reported a position in FSK in Q3 2016 and held it in 2 quarters. The position peaked at $132K in Q4 2016. 173 funds tracked by Wall St. Rank hold FSK as of Q1 2017.

Efficient Advisors reported no remaining FS KKR Capital position as of Q1 2017 after selling out during the quarter.
Efficient Advisors sold 3,200 FS KKR Capital shares in Q1 2017, an estimated $132K.
Efficient Advisors first reported a position in FS KKR Capital in Q3 2016 and held it in 2 quarters.
Efficient Advisors's FS KKR Capital position peaked at $132K in Q4 2016.
173 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2017.

Based on Efficient Advisors's 13F filing for Q1 2017, filed 11 May 2017.