FM
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Family Management’s FS KKR Capital FSK Stock Holding History

Family 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
2021
Q2 		– Sell
-19,224
Closed -$381K – 202
2021
Q1 		$381K Buy
19,224
+123
+0.6% +$2.29K 0.12% 106
2020
Q4 		$316K Buy
+19,101
New +$318K 0.11% 113

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Family Management's FSK Position: Q2 2021 in Review

Family Management sold out of FS KKR Capital (FSK) in Q2 2021, closing a stake of 19,224 shares — an estimated $381K sold.

Family Management first reported a position in FSK in Q4 2020 and held it in 2 quarters. The position peaked at $381K in Q1 2021. 387 funds tracked by Wall St. Rank hold FSK as of Q2 2021.

  • Family Management reported no remaining FS KKR Capital position as of Q2 2021 after selling out during the quarter.
  • Family Management sold 19,224 FS KKR Capital shares in Q2 2021, an estimated $381K.
  • Family Management first reported a position in FS KKR Capital in Q4 2020 and held it in 2 quarters.
  • Family Management's FS KKR Capital position peaked at $381K in Q1 2021.
  • 387 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2021.

Based on Family Management's 13F filing for Q2 2021, filed 13 Aug 2021.