SP
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Successful Portfolios’s FS KKR Capital FSK Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-3,052
Closed -$37K – 166
2020
Q1 		$37K Buy
+3,052
New +$65.3K 0.04% 150

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Successful Portfolios's FSK Position: Q2 2020 in Review

Successful Portfolios sold out of FS KKR Capital (FSK) in Q2 2020, closing a stake of 3,052 shares — an estimated $37K sold.

Successful Portfolios first reported a position in FSK in Q1 2020 and held it in 1 quarter. The position peaked at $37K in Q1 2020. 220 funds tracked by Wall St. Rank hold FSK as of Q2 2020.

  • Successful Portfolios reported no remaining FS KKR Capital position as of Q2 2020 after selling out during the quarter.
  • Successful Portfolios sold 3,052 FS KKR Capital shares in Q2 2020, an estimated $37K.
  • Successful Portfolios first reported a position in FS KKR Capital in Q1 2020 and held it in 1 quarter.
  • Successful Portfolios's FS KKR Capital position peaked at $37K in Q1 2020.
  • 220 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2020.

Based on Successful Portfolios's 13F filing for Q2 2020, filed 13 Jul 2020.