Smart Money Group’s FS KKR Capital FSK Stock Holding History

Smart Money 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
2020 Q3	–	Sell	-35,096	Closed	-$241K	–	93
2020 Q2	$241K	Buy	35,096 +21,939	+167%	+$309K	0.14%	78
2020 Q1	$158K	Sell	13,157 -714	-5%	-$15.3K	0.11%	78
2019 Q4	$340K	Buy	13,871 +10,213	+279%	+$244K	0.2%	65
2019 Q3	$85K	Buy	3,658 +223	+6%	+$5.23K	0.07%	65
2019 Q2	$82K	Buy	+3,435	New	+$84.5K	0.07%	63

Other funds holding FSK

BPCM

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Smart Money Group's FSK Position: Q3 2020 in Review

Smart Money Group sold out of FS KKR Capital (FSK) in Q3 2020, closing a stake of 35,096 shares — an estimated $241K sold.

Smart Money Group first reported a position in FSK in Q2 2019 and held it in 5 quarters. The position peaked at $340K in Q4 2019. 215 funds tracked by Wall St. Rank hold FSK as of Q3 2020.

Smart Money Group reported no remaining FS KKR Capital position as of Q3 2020 after selling out during the quarter.
Smart Money Group sold 35,096 FS KKR Capital shares in Q3 2020, an estimated $241K.
Smart Money Group first reported a position in FS KKR Capital in Q2 2019 and held it in 5 quarters.
Smart Money Group's FS KKR Capital position peaked at $340K in Q4 2019.
215 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2020.

Based on Smart Money Group's 13F filing for Q3 2020, filed 29 Oct 2020.