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Howe & Rusling’s FS KKR Capital FSK Stock Holding History

Howe & Rusling’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
2022
Q3 		– Sell
-1,597
Closed -$31K – 1104
2022
Q2 		$31K Buy
1,597
+903
+130% +$19.1K ﹤0.01% 368
2022
Q1 		$16K Buy
+694
New +$15.4K ﹤0.01% 446
2017
Q2 		– Sell
-275
Closed -$11K – 977
2017
Q1 		$11K Buy
+275
New +$11.2K ﹤0.01% 470

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Howe & Rusling's FSK Position: Q3 2022 in Review

Howe & Rusling sold out of FS KKR Capital (FSK) in Q3 2022, closing a stake of 1,597 shares — an estimated $31K sold.

Howe & Rusling first reported a position in FSK in Q1 2017 and held it in 3 quarters. The position peaked at $31K in Q2 2022. 414 funds tracked by Wall St. Rank hold FSK as of Q3 2022.

  • Howe & Rusling reported no remaining FS KKR Capital position as of Q3 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,597 FS KKR Capital shares in Q3 2022, an estimated $31K.
  • Howe & Rusling first reported a position in FS KKR Capital in Q1 2017 and held it in 3 quarters.
  • Howe & Rusling's FS KKR Capital position peaked at $31K in Q2 2022.
  • 414 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.