FPFS
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First Personal Financial Services’s FS KKR Capital FSK Stock Holding History

First Personal Financial Services’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
Q4 		– Sell
-112
Closed -$3K – 666
2018
Q3 		$3K Buy
+112
New +$3.42K ﹤0.01% 641

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HI
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AM
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RCM
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AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
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First Personal Financial Services's FSK Position: Q4 2018 in Review

First Personal Financial Services sold out of FS KKR Capital (FSK) in Q4 2018, closing a stake of 112 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in FSK in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 324 funds tracked by Wall St. Rank hold FSK as of Q4 2018.

  • First Personal Financial Services reported no remaining FS KKR Capital position as of Q4 2018 after selling out during the quarter.
  • First Personal Financial Services sold 112 FS KKR Capital shares in Q4 2018, an estimated $3K.
  • First Personal Financial Services first reported a position in FS KKR Capital in Q3 2018 and held it in 1 quarter.
  • First Personal Financial Services's FS KKR Capital position peaked at $3K in Q3 2018.
  • 324 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.