Private Vista’s FS KKR Capital FSK Stock Holding History

Private Vista’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 Q4	–	Sell	-3,426	Closed	-$97K	–	153
2018 Q3	$97K	Sell	3,426 -1,988	-37%	-$60.8K	0.02%	149
2018 Q2	$159K	Sell	5,414 -2,148	-28%	-$65.5K	0.04%	148
2018 Q1	$219K	Buy	7,562 +909	+14%	+$27.1K	0.06%	124
2017 Q4	$196K	Sell	6,653 -18,002	-73%	-$579K	0.06%	72
2017 Q3	$833K	Buy	+24,655	New	+$848K	0.18%	51

Other funds holding FSK

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

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

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

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

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Private Vista's FSK Position: Q4 2018 in Review

Private Vista sold out of FS KKR Capital (FSK) in Q4 2018, closing a stake of 3,426 shares — an estimated $97K sold.

Private Vista first reported a position in FSK in Q3 2017 and held it in 5 quarters. The position peaked at $833K in Q3 2017. 324 funds tracked by Wall St. Rank hold FSK as of Q4 2018.

Private Vista reported no remaining FS KKR Capital position as of Q4 2018 after selling out during the quarter.
Private Vista sold 3,426 FS KKR Capital shares in Q4 2018, an estimated $97K.
Private Vista first reported a position in FS KKR Capital in Q3 2017 and held it in 5 quarters.
Private Vista's FS KKR Capital position peaked at $833K in Q3 2017.
324 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2018.

Based on Private Vista's 13F filing for Q4 2018, filed 29 Jan 2019.