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Plante Moran Financial Advisors’s FS KKR Capital FSK Stock Holding History

Plante Moran Financial Advisors’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
2022
Q2 		– Sell
-1,175
Closed -$27K – 1000
2022
Q1 		$27K Hold
1,175
– – 0.01% 430
2021
Q4 		$25K Hold
1,175
– – ﹤0.01% 503
2021
Q3 		$26K Hold
1,175
– – 0.01% 501
2021
Q2 		$25K Sell
1,175
-3,390
-74% -$72.6K 0.01% 518
2021
Q1 		$91K Hold
4,565
– – 0.02% 258
2020
Q4 		$76K Hold
4,565
– – 0.02% 285
2020
Q3 		$72K Hold
4,565
– – 0.03% 264
2020
Q2 		$64K Buy
+4,565
New +$64.3K 0.03% 264
2019
Q1 		– Sell
-121
Closed -$2K – 837
2018
Q4 		$2K Buy
+121
New +$3.01K ﹤0.01% 713
2015
Q1 		– Sell
-1,613
Closed -$64K – 747
2014
Q4 		$64K Buy
+1,613
New +$66.8K 0.05% 239

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Commonwealth Equity Services
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VanEck Associates
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LPL Financial
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BPCM
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Cambridge Investment Research Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return