Pacific Financial Group’s FS KKR Capital FSK Stock Holding History

Pacific Financial Group’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
2015 Q1	–	Sell	-27	Closed	-$1K	–	98
2014 Q4	$1K	Buy	+27	New	+$1.12K	﹤0.01%	219

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pacific Financial Group's FSK Position: Q1 2015 in Review

Pacific Financial Group sold out of FS KKR Capital (FSK) in Q1 2015, closing a stake of 27 shares — an estimated $1K sold.

Pacific Financial Group first reported a position in FSK in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 123 funds tracked by Wall St. Rank hold FSK as of Q1 2015.

Pacific Financial Group reported no remaining FS KKR Capital position as of Q1 2015 after selling out during the quarter.
Pacific Financial Group sold 27 FS KKR Capital shares in Q1 2015, an estimated $1K.
Pacific Financial Group first reported a position in FS KKR Capital in Q4 2014 and held it in 1 quarter.
Pacific Financial Group's FS KKR Capital position peaked at $1K in Q4 2014.
123 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.