MWC
FSKR

MBM Wealth Consultants’s FS KKR Capital Corp. II FSKR Stock Holding History

MBM Wealth Consultants’s Portfolio FSKR Stock Details FSKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-41,904
Closed -$819K – 277
2021
Q1 		$819K Sell
41,904
-54,339
-56% -$986K 0.42% 37
2020
Q4 		$1.58M Sell
96,243
-13,958
-13% -$223K 0.86% 24
2020
Q3 		$1.62M Buy
110,201
+9,843
+10% +$141K 1.04% 22
2020
Q2 		$1.29M Buy
+100,358
New +$1.33M 0.91% 22

Other funds holding FSKR

FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return

MBM Wealth Consultants's FSKR Position: Q2 2021 in Review

MBM Wealth Consultants sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 41,904 shares — an estimated $819K sold.

MBM Wealth Consultants first reported a position in FSKR in Q2 2020 and held it in 4 quarters. The position peaked at $1.62M in Q3 2020. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

  • MBM Wealth Consultants reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
  • MBM Wealth Consultants sold 41,904 FS KKR Capital Corp. II shares in Q2 2021, an estimated $819K.
  • MBM Wealth Consultants first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 4 quarters.
  • MBM Wealth Consultants's FS KKR Capital Corp. II position peaked at $1.62M in Q3 2020.
  • 6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on MBM Wealth Consultants's 13F filing for Q2 2021, filed 13 Aug 2021.