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United Capital Financial Advisors’s FS KKR Capital FSK Stock Holding History

United Capital Financial 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
2023
Q4 		– Sell
-26,892
Closed -$530K – 1081
2023
Q3 		$530K Sell
26,892
-2,602
-9% -$52K ﹤0.01% 634
2023
Q2 		$566K Buy
29,494
+2,297
+8% +$43.5K ﹤0.01% 663
2023
Q1 		$503K Sell
27,197
-589
-2% -$11.2K ﹤0.01% 719
2022
Q4 		$486K Sell
27,786
-1,578
-5% -$29.3K ﹤0.01% 765
2022
Q3 		$498K Sell
29,364
-1,724
-6% -$36K ﹤0.01% 762
2022
Q2 		$604K Sell
31,088
-3,161
-9% -$67K ﹤0.01% 753
2022
Q1 		$782K Sell
34,249
-11,044
-24% -$245K ﹤0.01% 720
2021
Q4 		$948K Sell
45,293
-1,628
-3% -$35.2K ﹤0.01% 691
2021
Q3 		$1.03M Sell
46,921
-644
-1% -$14.2K 0.01% 671
2021
Q2 		$1.02M Buy
+47,565
New +$1.02M 0.01% 693
2020
Q2 		– Sell
-30,810
Closed -$370K – 1212
2020
Q1 		$370K Buy
30,810
+7,118
+30% +$152K ﹤0.01% 920
2019
Q4 		$581K Sell
23,692
-673
-3% -$16.1K ﹤0.01% 942
2019
Q3 		$568K Buy
24,365
+6,888
+39% +$162K ﹤0.01% 918
2019
Q2 		$417K Sell
17,477
-2,140
-11% -$52.6K ﹤0.01% 1101
2019
Q1 		$475K Buy
19,617
+2,501
+15% +$62K ﹤0.01% 992
2018
Q4 		$355K Buy
17,116
+6,953
+68% +$173K ﹤0.01% 1012
2018
Q3 		$287K Buy
10,163
+3,354
+49% +$103K ﹤0.01% 1122
2018
Q2 		$200K Sell
6,809
-103
-1% -$3.14K ﹤0.01% 1227
2018
Q1 		$200K Buy
6,912
+3,884
+128% +$116K ﹤0.01% 1236
2017
Q4 		$89K Buy
+3,028
New +$97.3K ﹤0.01% 1279
2015
Q2 		– Sell
-31,606
Closed -$1.32M – 1277
2015
Q1 		$1.32M Buy
31,606
+304
+1% +$11.8K 0.02% 667
2014
Q4 		$1.24M Sell
31,302
-587
-2% -$24.3K 0.02% 592
2014
Q3 		$1.37M Buy
31,889
+3,310
+12% +$139K 0.02% 528
2014
Q2 		$1.22M Buy
+28,579
New +$1.18M 0.02% 518

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

United Capital Financial Advisors's FSK Position: Q4 2023 in Review

United Capital Financial Advisors sold out of FS KKR Capital (FSK) in Q4 2023, closing a stake of 26,892 shares — an estimated $530K sold.

United Capital Financial Advisors first reported a position in FSK in Q2 2014 and held it in 24 quarters. The position peaked at $1.37M in Q3 2014. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2023.

  • United Capital Financial Advisors reported no remaining FS KKR Capital position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 26,892 FS KKR Capital shares in Q4 2023, an estimated $530K.
  • United Capital Financial Advisors first reported a position in FS KKR Capital in Q2 2014 and held it in 24 quarters.
  • United Capital Financial Advisors's FS KKR Capital position peaked at $1.37M in Q3 2014.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.