Lee Financial’s FS KKR Capital FSK Stock Holding History

Lee 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
2017 Q4	–	Sell	-625	Closed	-$21K	–	483
2017 Q3	$21K	Buy	+625	New	+$21.5K	0.01%	242

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Lee Financial's FSK Position: Q4 2017 in Review

Lee Financial sold out of FS KKR Capital (FSK) in Q4 2017, closing a stake of 625 shares — an estimated $21K sold.

Lee Financial first reported a position in FSK in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 216 funds tracked by Wall St. Rank hold FSK as of Q4 2017.

Lee Financial reported no remaining FS KKR Capital position as of Q4 2017 after selling out during the quarter.
Lee Financial sold 625 FS KKR Capital shares in Q4 2017, an estimated $21K.
Lee Financial first reported a position in FS KKR Capital in Q3 2017 and held it in 1 quarter.
Lee Financial's FS KKR Capital position peaked at $21K in Q3 2017.
216 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2017.

Based on Lee Financial's 13F filing for Q4 2017, filed 9 Feb 2018.