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Planning Solutions Group’s FS KKR Capital FSK Stock Holding History

Planning Solutions 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
2019
Q2 		$946K Sell
39,692
-750
-2% -$18.4K 0.49% 38
2019
Q1 		$979K Sell
40,442
-14
-0% -$347 0.52% 39
2018
Q4 		$838K Buy
+40,456
New +$1.01M 0.51% 38

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Planning Solutions Group's FSK Position: Q2 2019 in Review

Planning Solutions Group reduced its FS KKR Capital (FSK) stake by 1.9% in Q2 2019, selling an estimated $18.4K and leaving 39,692 shares worth $946K. The position accounts for 0.49% of the portfolio, ranked #38.

Planning Solutions Group first reported a position in FSK in Q4 2018 and has held it in 3 quarters since. The position peaked at $979K in Q1 2019. 317 funds tracked by Wall St. Rank hold FSK as of Q2 2019.

  • Planning Solutions Group held 39,692 shares of FS KKR Capital worth $946K as of Q2 2019.
  • Planning Solutions Group sold 750 FS KKR Capital shares in Q2 2019, an estimated $18.4K.
  • FS KKR Capital made up 0.49% of Planning Solutions Group's portfolio in Q2 2019, its #38 holding.
  • Planning Solutions Group first reported a position in FS KKR Capital in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's FS KKR Capital position peaked at $979K in Q1 2019.
  • 317 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.