MIFH
FSK icon

Migdal Insurance & Financial Holdings’s FS KKR Capital FSK Stock Holding History

Migdal Insurance & Financial Holdings’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
Q1 		– Sell
-6,475
Closed -$190K – 732
2017
Q4 		$190K Sell
6,475
-447
-6% -$14.4K ﹤0.01% 318
2017
Q3 		$234K Buy
6,922
+3,246
+88% +$112K 0.01% 291
2017
Q2 		$135K Buy
+3,676
New +$138K ﹤0.01% 324

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FSK Position: Q1 2018 in Review

Migdal Insurance & Financial Holdings sold out of FS KKR Capital (FSK) in Q1 2018, closing a stake of 6,475 shares — an estimated $190K sold.

Migdal Insurance & Financial Holdings first reported a position in FSK in Q2 2017 and held it in 3 quarters. The position peaked at $234K in Q3 2017. 208 funds tracked by Wall St. Rank hold FSK as of Q1 2018.

  • Migdal Insurance & Financial Holdings reported no remaining FS KKR Capital position as of Q1 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 6,475 FS KKR Capital shares in Q1 2018, an estimated $190K.
  • Migdal Insurance & Financial Holdings first reported a position in FS KKR Capital in Q2 2017 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's FS KKR Capital position peaked at $234K in Q3 2017.
  • 208 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2018, filed 2 May 2018.