JP Morgan Private Wealth Advisors’s FS KKR Capital FSK Stock Holding History

JP Morgan Private Wealth Advisors’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 Q4	–	Sell	-3,415	Closed	-$80K	–	1483
2019 Q3	$80K	Buy	+3,415	New	+$80.1K	﹤0.01%	1398
2019 Q2	–	Sell	-3,647	Closed	-$88K	–	1408
2019 Q1	$88K	Sell	3,647 -1,195	-25%	-$29.6K	﹤0.01%	1422
2018 Q4	$100K	Buy	+4,842	New	+$121K	﹤0.01%	1394
2017 Q4	–	Sell	-3,942	Closed	-$134K	–	1304
2017 Q3	$134K	Hold	3,942	–	–	﹤0.01%	1185
2017 Q2	$144K	Hold	3,942	–	–	﹤0.01%	1175
2017 Q1	$155K	Hold	3,942	–	–	﹤0.01%	1269
2016 Q4	$163K	Sell	3,942 -375	-9%	-$14.7K	﹤0.01%	1182
2016 Q3	$163K	Buy	4,317 +308	+8%	+$11.7K	﹤0.01%	1164
2016 Q2	$145K	Buy	+4,009	New	+$145K	﹤0.01%	1192
2015 Q1	–	Sell	-3,009	Closed	-$120K	–	1150
2014 Q4	$120K	Sell	3,009 -150	-5%	-$6.21K	﹤0.01%	1038
2014 Q3	$136K	Hold	3,159	–	–	﹤0.01%	1021
2014 Q2	$135K	Buy	+3,159	New	+$130K	﹤0.01%	853

Other funds holding FSK

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

VanEck Associates

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OCO Capital Partners New York $408M AUM 141.9% 1-Year Est. Return