UCFA
FSKR

United Capital Financial Advisors’s FS KKR Capital Corp. II FSKR Stock Holding History

United Capital Financial Advisors’s Portfolio FSKR Stock Details FSKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-41,210
Closed -$805K – 1272
2021
Q1 		$805K Buy
41,210
+20,598
+100% +$374K ﹤0.01% 724
2020
Q4 		$338K Buy
20,612
+4,068
+25% +$65K ﹤0.01% 955
2020
Q3 		$243K Buy
16,544
+3,717
+29% +$53.2K ﹤0.01% 1021
2020
Q2 		$165K Buy
+12,827
New +$169K ﹤0.01% 1117

Other funds holding FSKR

FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return

United Capital Financial Advisors's FSKR Position: Q2 2021 in Review

United Capital Financial Advisors sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 41,210 shares — an estimated $805K sold.

United Capital Financial Advisors first reported a position in FSKR in Q2 2020 and held it in 4 quarters. The position peaked at $805K in Q1 2021. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

  • United Capital Financial Advisors reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 41,210 FS KKR Capital Corp. II shares in Q2 2021, an estimated $805K.
  • United Capital Financial Advisors first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 4 quarters.
  • United Capital Financial Advisors's FS KKR Capital Corp. II position peaked at $805K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.