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Oak Point Wealth Management’s FS KKR Capital FSK Stock Holding History

Oak Point 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
2018
Q1 		$2.4M Sell
83,267
-399
-0.5% -$11.9K 2.45% 7
2017
Q4 		$2.46M Buy
+83,666
New +$2.69M 2.43% 9

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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

Oak Point Wealth Management's FSK Position: Q1 2018 in Review

Oak Point Wealth Management reduced its FS KKR Capital (FSK) stake by 0.48% in Q1 2018, selling an estimated $11.9K and leaving 83,267 shares worth $2.4M. The position accounts for 2.45% of the portfolio, ranked #7.

Oak Point Wealth Management first reported a position in FSK in Q4 2017 and has held it in 2 quarters since. The position peaked at $2.46M in Q4 2017. 208 funds tracked by Wall St. Rank hold FSK as of Q1 2018.

  • Oak Point Wealth Management held 83,267 shares of FS KKR Capital worth $2.4M as of Q1 2018.
  • Oak Point Wealth Management sold 399 FS KKR Capital shares in Q1 2018, an estimated $11.9K.
  • FS KKR Capital made up 2.45% of Oak Point Wealth Management's portfolio in Q1 2018, its #7 holding.
  • Oak Point Wealth Management first reported a position in FS KKR Capital in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's FS KKR Capital position peaked at $2.46M in Q4 2017.
  • 208 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.