Lowe Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Lowe 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
2020 Q3	–	Sell	-750	Closed	-$11K	–	268
2020 Q2	$11K	Hold	750	–	–	0.01%	142
2020 Q1	$9K	Hold	750	–	–	0.01%	151
2019 Q4	$18K	Hold	750	–	–	0.01%	121
2019 Q3	$17K	Hold	750	–	–	0.01%	118
2019 Q2	$18K	Hold	750	–	–	0.01%	125
2019 Q1	$18K	Hold	750	–	–	0.01%	114
2018 Q4	$16K	Buy	+750	New	+$18.7K	0.01%	114
2016 Q1	–	Sell	-50	Closed	-$2K	–	221
2015 Q4	$2K	Buy	+50	New	+$1.93K	﹤0.01%	195

Other funds holding FSK

BPCM

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lowe Wealth Advisors's FSK Position: Q3 2020 in Review

Lowe Wealth Advisors sold out of FS KKR Capital (FSK) in Q3 2020, closing a stake of 750 shares — an estimated $11K sold.

Lowe Wealth Advisors first reported a position in FSK in Q4 2015 and held it in 8 quarters. The position peaked at $18K in Q4 2019. 215 funds tracked by Wall St. Rank hold FSK as of Q3 2020.

Lowe Wealth Advisors reported no remaining FS KKR Capital position as of Q3 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 750 FS KKR Capital shares in Q3 2020, an estimated $11K.
Lowe Wealth Advisors first reported a position in FS KKR Capital in Q4 2015 and held it in 8 quarters.
Lowe Wealth Advisors's FS KKR Capital position peaked at $18K in Q4 2019.
215 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2020.

Based on Lowe Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.