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Mascoma Wealth Management’s FS KKR Capital FSK Stock Holding History

Mascoma Wealth Management’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
2019
Q2 		– Sell
-742
Closed -$18.2K – 392
2019
Q1 		$18K Hold
742
– – 0.01% 229
2018
Q4 		$15K Hold
742
– – 0.01% 232
2018
Q3 		$21K Buy
+742
New +$22.7K 0.01% 233

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Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mascoma Wealth Management's FSK Position: Q2 2019 in Review

Mascoma Wealth Management sold out of FS KKR Capital (FSK) in Q2 2019, closing a stake of 742 shares — an estimated $18.2K sold.

Mascoma Wealth Management first reported a position in FSK in Q3 2018 and held it in 3 quarters. The position peaked at $21K in Q3 2018. 317 funds tracked by Wall St. Rank hold FSK as of Q2 2019.

  • Mascoma Wealth Management reported no remaining FS KKR Capital position as of Q2 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 742 FS KKR Capital shares in Q2 2019, an estimated $18.2K.
  • Mascoma Wealth Management first reported a position in FS KKR Capital in Q3 2018 and held it in 3 quarters.
  • Mascoma Wealth Management's FS KKR Capital position peaked at $21K in Q3 2018.
  • 317 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.