IFWM
FSK icon

Institute for Wealth Management’s FS KKR Capital FSK Stock Holding History

Institute for Wealth Management’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
2019
Q3 		– Sell
-37,815
Closed -$901K – 445
2019
Q2 		$901K Buy
37,815
+733
+2% +$18K 0.2% 148
2019
Q1 		$897K Buy
+37,082
New +$919K 0.2% 144
2018
Q4 		– Sell
-34,859
Closed -$986K – 292
2018
Q3 		$986K Buy
34,859
+116
+0.3% +$3.54K 0.33% 101
2018
Q2 		$1.02M Buy
34,743
+1,114
+3% +$34K 0.33% 108
2018
Q1 		$1.02M Buy
33,629
+3,240
+11% +$96.4K 0.3% 118
2017
Q4 		$890K Sell
30,389
-19,292
-39% -$620K 0.21% 149
2017
Q3 		$1.68M Buy
49,681
+24,443
+97% +$841K 0.55% 53
2017
Q2 		$920K Buy
+25,238
New +$948K 0.25% 129

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
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