Jones Financial Companies

Jones Financial Companies’s FS KKR Capital Corp. II FSKR Stock Holding History

Jones Financial Companies’s Portfolio FSKR Stock Details FSKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-118	Closed	-$2K	–	816
2021 Q1	$2K	Buy	+118	New	+$2.14K	﹤0.01%	758

Other funds holding FSKR

Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return

Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return

Jones Financial Companies's FSKR Position: Q2 2021 in Review

Jones Financial Companies sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 118 shares — an estimated $2K sold.

Jones Financial Companies first reported a position in FSKR in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

Jones Financial Companies reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
Jones Financial Companies sold 118 FS KKR Capital Corp. II shares in Q2 2021, an estimated $2K.
Jones Financial Companies first reported a position in FS KKR Capital Corp. II in Q1 2021 and held it in 1 quarter.
Jones Financial Companies's FS KKR Capital Corp. II position peaked at $2K in Q1 2021.
6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on Jones Financial Companies's 13F filing for Q2 2021, filed 12 Aug 2021.