Klingman & Associates’s FS KKR Capital FSK Stock Holding History

Klingman & Associates’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
2018 Q2	–	Sell	-5,570	Closed	-$162K	–	105
2018 Q1	$162K	Buy	+5,570	New	+$166K	0.04%	106

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Klingman & Associates's FSK Position: Q2 2018 in Review

Klingman & Associates sold out of FS KKR Capital (FSK) in Q2 2018, closing a stake of 5,570 shares — an estimated $162K sold.

Klingman & Associates first reported a position in FSK in Q1 2018 and held it in 1 quarter. The position peaked at $162K in Q1 2018. 203 funds tracked by Wall St. Rank hold FSK as of Q2 2018.

Klingman & Associates reported no remaining FS KKR Capital position as of Q2 2018 after selling out during the quarter.
Klingman & Associates sold 5,570 FS KKR Capital shares in Q2 2018, an estimated $162K.
Klingman & Associates first reported a position in FS KKR Capital in Q1 2018 and held it in 1 quarter.
Klingman & Associates's FS KKR Capital position peaked at $162K in Q1 2018.
203 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2018.

Based on Klingman & Associates's 13F filing for Q2 2018, filed 2 Aug 2018.