MGIA
FSKR

Moneta Group Investment Advisors’s FS KKR Capital Corp. II FSKR Stock Holding History

Moneta Group Investment Advisors’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
Q1 		– Sell
-49,207
Closed -$807K – 433
2020
Q4 		$807K Sell
49,207
-3,614
-7% -$57.7K 0.06% 159
2020
Q3 		$777K Sell
52,821
-4,433
-8% -$63.4K 0.07% 137
2020
Q2 		$738K Buy
+57,254
New +$756K 0.07% 128

Other funds holding FSKR

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Moneta Group Investment Advisors's FSKR Position: Q1 2021 in Review

Moneta Group Investment Advisors sold out of FS KKR Capital Corp. II (FSKR) in Q1 2021, closing a stake of 49,207 shares — an estimated $807K sold.

Moneta Group Investment Advisors first reported a position in FSKR in Q2 2020 and held it in 3 quarters. The position peaked at $807K in Q4 2020. 294 funds tracked by Wall St. Rank hold FSKR as of Q1 2021.

  • Moneta Group Investment Advisors reported no remaining FS KKR Capital Corp. II position as of Q1 2021 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 49,207 FS KKR Capital Corp. II shares in Q1 2021, an estimated $807K.
  • Moneta Group Investment Advisors first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 3 quarters.
  • Moneta Group Investment Advisors's FS KKR Capital Corp. II position peaked at $807K in Q4 2020.
  • 294 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q1 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.