FA
FSK icon

FDx Advisors’s FS KKR Capital FSK Stock Holding History

FDx 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
2020
Q1 		– Sell
-16,210
Closed -$397K – 561
2019
Q4 		$397K Hold
16,210
– – 0.02% 410
2019
Q3 		$378K Sell
16,210
-6,772
-29% -$159K 0.03% 415
2019
Q2 		$548K Sell
22,982
-1,477
-6% -$36.3K 0.02% 460
2019
Q1 		$592K Buy
+24,459
New +$606K 0.02% 425
2018
Q4 		– Sell
-19,412
Closed -$547K – 635
2018
Q3 		$547K Buy
19,412
+770
+4% +$23.5K 0.02% 500
2018
Q2 		$548K Sell
18,642
-8,170
-30% -$249K 0.02% 513
2018
Q1 		$778K Buy
26,812
+698
+3% +$20.8K 0.02% 595
2017
Q4 		$768K Buy
26,114
+1,120
+4% +$36K 0.02% 636
2017
Q3 		$845K Buy
24,994
+14,281
+133% +$491K 0.02% 581
2017
Q2 		$392K Buy
10,713
+1,385
+15% +$52K 0.01% 864
2017
Q1 		$366K Sell
9,328
-1,591
-15% -$65.1K 0.01% 902
2016
Q4 		$450K Buy
10,919
+1,316
+14% +$51.5K 0.01% 814
2016
Q3 		$364K Buy
9,603
+4,027
+72% +$153K 0.02% 717
2016
Q2 		$202K Buy
5,576
+730
+15% +$26.4K 0.01% 845
2016
Q1 		$178K Buy
4,846
+250
+5% +$8.45K 0.01% 857
2015
Q4 		$165K Buy
+4,596
New +$177K 0.01% 832

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return