Ironwood Financial’s FS KKR Capital FSK Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-894	Closed	-$20K	–	266
2021 Q3	$20K	Hold	894	–	–	0.01%	284
2021 Q2	$19K	Hold	894	–	–	0.01%	282
2021 Q1	$17K	Hold	894	–	–	0.01%	282
2020 Q4	$15K	Hold	894	–	–	0.01%	283
2020 Q3	$14K	Hold	894	–	–	0.01%	232
2020 Q2	$13K	Sell	894 -1	-0.1%	-$14	0.01%	225
2020 Q1	$11K	Hold	895	–	–	0.01%	205
2019 Q4	$22K	Sell	895 -1,047	-54%	-$25K	0.01%	190
2019 Q3	$45K	Hold	1,942	–	–	0.02%	123
2019 Q2	$46K	Hold	1,942	–	–	0.02%	120
2019 Q1	$47K	Hold	1,942	–	–	0.02%	114
2018 Q4	$40K	Buy	1,942 +1,472	+313%	+$36.6K	0.02%	114
2018 Q3	$13K	Buy	+470	New	+$14.4K	0.01%	226

Other funds holding FSK

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

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

VanEck Associates

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return