Lehman & Derafelo Financial Resources’s FS KKR Capital FSK Stock Holding History

Lehman & Derafelo Financial Resources’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
2020 Q2	–	Sell	-3,178	Closed	-$38K	–	255
2020 Q1	$38K	Hold	3,178	–	–	0.02%	121
2019 Q4	$78K	Hold	3,178	–	–	0.03%	121
2019 Q3	$74K	Sell	3,178 -755	-19%	-$17.7K	0.03%	115
2019 Q2	$97K	Sell	3,933 -15,514	-80%	-$381K	0.04%	109
2019 Q1	$471K	Hold	19,447	–	–	0.2%	57
2018 Q4	$403K	Buy	+19,447	New	+$484K	0.2%	57

Other funds holding FSK

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

OHA

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KKRC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lehman & Derafelo Financial Resources's FSK Position: Q2 2020 in Review

Lehman & Derafelo Financial Resources sold out of FS KKR Capital (FSK) in Q2 2020, closing a stake of 3,178 shares — an estimated $38K sold.

Lehman & Derafelo Financial Resources first reported a position in FSK in Q4 2018 and held it in 6 quarters. The position peaked at $471K in Q1 2019. 220 funds tracked by Wall St. Rank hold FSK as of Q2 2020.

Lehman & Derafelo Financial Resources reported no remaining FS KKR Capital position as of Q2 2020 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 3,178 FS KKR Capital shares in Q2 2020, an estimated $38K.
Lehman & Derafelo Financial Resources first reported a position in FS KKR Capital in Q4 2018 and held it in 6 quarters.
Lehman & Derafelo Financial Resources's FS KKR Capital position peaked at $471K in Q1 2019.
220 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2020, filed 30 Jul 2020.