SWMG LLC’s FS KKR Capital FSK Stock Holding History

SWMG LLC’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
2021 Q1	–	Sell	-24,280	Closed	-$420K	–	60
2020 Q4	$420K	Buy	+24,280	New	+$404K	0.31%	44

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

BPCM

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SWMG LLC's FSK Position: Q1 2021 in Review

SWMG LLC sold out of FS KKR Capital (FSK) in Q1 2021, closing a stake of 24,280 shares — an estimated $420K sold.

SWMG LLC first reported a position in FSK in Q4 2020 and held it in 1 quarter. The position peaked at $420K in Q4 2020. 241 funds tracked by Wall St. Rank hold FSK as of Q1 2021.

SWMG LLC reported no remaining FS KKR Capital position as of Q1 2021 after selling out during the quarter.
SWMG LLC sold 24,280 FS KKR Capital shares in Q1 2021, an estimated $420K.
SWMG LLC first reported a position in FS KKR Capital in Q4 2020 and held it in 1 quarter.
SWMG LLC's FS KKR Capital position peaked at $420K in Q4 2020.
241 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2021.

Based on SWMG LLC's 13F filing for Q1 2021, filed 15 Apr 2021.