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

Lehman 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
2018
Q3 		$110K Sell
3,933
-116
-3% -$3.54K 0.05% 100
2018
Q2 		$119K Sell
4,049
-256
-6% -$7.81K 0.06% 84
2018
Q1 		$124K Buy
4,305
+781
+22% +$23.2K 0.06% 79
2017
Q4 		$103K Buy
+3,524
New +$113K 0.05% 79

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lehman Financial Resources's FSK Position: Q3 2018 in Review

Lehman Financial Resources reduced its FS KKR Capital (FSK) stake by 2.9% in Q3 2018, selling an estimated $3.54K and leaving 3,933 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #100.

Lehman Financial Resources first reported a position in FSK in Q4 2017 and has held it in 4 quarters since. The position peaked at $124K in Q1 2018. 213 funds tracked by Wall St. Rank hold FSK as of Q3 2018.

  • Lehman Financial Resources held 3,933 shares of FS KKR Capital worth $110K as of Q3 2018.
  • Lehman Financial Resources sold 116 FS KKR Capital shares in Q3 2018, an estimated $3.54K.
  • FS KKR Capital made up 0.05% of Lehman Financial Resources's portfolio in Q3 2018, its #100 holding.
  • Lehman Financial Resources first reported a position in FS KKR Capital in Q4 2017 and has held it in 4 quarters since.
  • Lehman Financial Resources's FS KKR Capital position peaked at $124K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.