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Fortis Advisors’s FS KKR Capital FSK Stock Holding History

Fortis 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
2018
Q4 		– Sell
-151
Closed -$4K – 310
2018
Q3 		$4K Buy
151
+4
+3% +$122 ﹤0.01% 287
2018
Q2 		$4K Hold
147
– – ﹤0.01% 294
2018
Q1 		$4K Hold
147
– – ﹤0.01% 287
2017
Q4 		$4K Hold
147
– – ﹤0.01% 267
2017
Q3 		$5K Buy
+147
New +$5.05K ﹤0.01% 263

Other funds holding FSK

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fortis Advisors's FSK Position: Q4 2018 in Review

Fortis Advisors sold out of FS KKR Capital (FSK) in Q4 2018, closing a stake of 151 shares — an estimated $4K sold.

Fortis Advisors first reported a position in FSK in Q3 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2017. 324 funds tracked by Wall St. Rank hold FSK as of Q4 2018.

  • Fortis Advisors reported no remaining FS KKR Capital position as of Q4 2018 after selling out during the quarter.
  • Fortis Advisors sold 151 FS KKR Capital shares in Q4 2018, an estimated $4K.
  • Fortis Advisors first reported a position in FS KKR Capital in Q3 2017 and held it in 5 quarters.
  • Fortis Advisors's FS KKR Capital position peaked at $5K in Q3 2017.
  • 324 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2018.

Based on Fortis Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.