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Summit Wealth & Retirement Planning’s FS KKR Capital FSK Stock Holding History

Summit Wealth & Retirement Planning’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
-7,304
Closed -$88K – 112
2020
Q1 		$88K Hold
7,304
– – 0.05% 111
2019
Q4 		$179K Hold
7,304
– – 0.08% 123
2019
Q3 		$170K Sell
7,304
-1,666
-19% -$39.1K 0.1% 115
2019
Q2 		$214K Hold
8,970
– – 0.13% 125
2019
Q1 		$217K Buy
+8,970
New +$222K 0.13% 124

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Summit Wealth & Retirement Planning's FSK Position: Q2 2020 in Review

Summit Wealth & Retirement Planning sold out of FS KKR Capital (FSK) in Q2 2020, closing a stake of 7,304 shares — an estimated $88K sold.

Summit Wealth & Retirement Planning first reported a position in FSK in Q1 2019 and held it in 5 quarters. The position peaked at $217K in Q1 2019. 220 funds tracked by Wall St. Rank hold FSK as of Q2 2020.

  • Summit Wealth & Retirement Planning reported no remaining FS KKR Capital position as of Q2 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 7,304 FS KKR Capital shares in Q2 2020, an estimated $88K.
  • Summit Wealth & Retirement Planning first reported a position in FS KKR Capital in Q1 2019 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's FS KKR Capital position peaked at $217K in Q1 2019.
  • 220 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2020, filed 13 Aug 2020.