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Ropes Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Ropes Wealth 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
2015
Q4 		– Sell
-2,825
Closed -$105K – 494
2015
Q3 		$105K Buy
+2,825
New +$114K 0.06% 186

Other funds holding FSK

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Ropes Wealth Advisors's FSK Position: Q4 2015 in Review

Ropes Wealth Advisors sold out of FS KKR Capital (FSK) in Q4 2015, closing a stake of 2,825 shares — an estimated $105K sold.

Ropes Wealth Advisors first reported a position in FSK in Q3 2015 and held it in 1 quarter. The position peaked at $105K in Q3 2015. 148 funds tracked by Wall St. Rank hold FSK as of Q4 2015.

  • Ropes Wealth Advisors reported no remaining FS KKR Capital position as of Q4 2015 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,825 FS KKR Capital shares in Q4 2015, an estimated $105K.
  • Ropes Wealth Advisors first reported a position in FS KKR Capital in Q3 2015 and held it in 1 quarter.
  • Ropes Wealth Advisors's FS KKR Capital position peaked at $105K in Q3 2015.
  • 148 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2015.

Based on Ropes Wealth Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.