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HL Financial Services’s FS KKR Capital FSK Stock Holding History

HL 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
2014
Q4 		– Sell
-4,673
Closed -$201K – 681
2014
Q3 		$201K Hold
4,673
– – 0.01% 660
2014
Q2 		$199K Buy
+4,673
New +$193K 0.01% 656

Other funds holding FSK

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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HL Financial Services's FSK Position: Q4 2014 in Review

HL Financial Services sold out of FS KKR Capital (FSK) in Q4 2014, closing a stake of 4,673 shares — an estimated $201K sold.

HL Financial Services first reported a position in FSK in Q2 2014 and held it in 2 quarters. The position peaked at $201K in Q3 2014. 130 funds tracked by Wall St. Rank hold FSK as of Q4 2014.

  • HL Financial Services reported no remaining FS KKR Capital position as of Q4 2014 after selling out during the quarter.
  • HL Financial Services sold 4,673 FS KKR Capital shares in Q4 2014, an estimated $201K.
  • HL Financial Services first reported a position in FS KKR Capital in Q2 2014 and held it in 2 quarters.
  • HL Financial Services's FS KKR Capital position peaked at $201K in Q3 2014.
  • 130 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2014.

Based on HL Financial Services's 13F filing for Q4 2014, filed 21 Jan 2015.