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Reston Wealth Management’s FS KKR Capital FSK Stock Holding History

Reston 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
2019
Q3 		– Sell
-102,911
Closed -$2.45M – 46
2019
Q2 		$2.45M Sell
102,911
-6,720
-6% -$165K 1.93% 10
2019
Q1 		$2.76M Buy
109,631
+2,697
+3% +$66.9K 2.21% 10
2018
Q4 		$2.22M Buy
+106,934
New +$2.66M 2.11% 11

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Reston Wealth Management's FSK Position: Q3 2019 in Review

Reston Wealth Management sold out of FS KKR Capital (FSK) in Q3 2019, closing a stake of 102,911 shares — an estimated $2.45M sold.

Reston Wealth Management first reported a position in FSK in Q4 2018 and held it in 3 quarters. The position peaked at $2.76M in Q1 2019. 327 funds tracked by Wall St. Rank hold FSK as of Q3 2019.

  • Reston Wealth Management reported no remaining FS KKR Capital position as of Q3 2019 after selling out during the quarter.
  • Reston Wealth Management sold 102,911 FS KKR Capital shares in Q3 2019, an estimated $2.45M.
  • Reston Wealth Management first reported a position in FS KKR Capital in Q4 2018 and held it in 3 quarters.
  • Reston Wealth Management's FS KKR Capital position peaked at $2.76M in Q1 2019.
  • 327 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2019.

Based on Reston Wealth Management's 13F filing for Q3 2019, filed 25 Oct 2019.