Glassman Wealth Services’s FS KKR Capital FSK Stock Holding History

Glassman Wealth 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 Q1	–	Sell	-2,421	Closed	-$71K	–	794
2017 Q4	$71K	Hold	2,421	–	–	0.04%	140
2017 Q3	$82K	Hold	2,421	–	–	0.05%	121
2017 Q2	$89K	Hold	2,421	–	–	0.06%	114
2017 Q1	$95K	Hold	2,421	–	–	0.07%	120
2016 Q4	$100K	Hold	2,421	–	–	0.07%	129
2016 Q3	$92K	Hold	2,421	–	–	0.08%	102
2016 Q2	$88K	Hold	2,421	–	–	0.08%	102
2016 Q1	$89K	Hold	2,421	–	–	0.08%	112
2015 Q4	$87K	Hold	2,421	–	–	0.08%	115
2015 Q3	$90K	Hold	2,421	–	–	0.08%	108
2015 Q2	$95K	Hold	2,421	–	–	0.08%	111
2015 Q1	$98K	Hold	2,421	–	–	0.08%	107
2014 Q4	$96K	Buy	+2,421	New	+$100K	0.07%	118

Other funds holding FSK

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return