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

US 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
2016
Q2 		– Sell
-1,163
Closed -$43K – 156
2016
Q1 		$43K Sell
1,163
-1,745
-60% -$59K 0.07% 96
2015
Q4 		$105K Hold
2,908
– – 0.1% 90
2015
Q3 		$108K Hold
2,908
– – 0.18% 64
2015
Q2 		$114K Sell
2,908
-581
-17% -$24K 0.11% 65
2015
Q1 		$142K Hold
3,489
– – 0.13% 62
2014
Q4 		$139K Buy
+3,489
New +$144K 0.12% 59

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

US Financial Advisors's FSK Position: Q2 2016 in Review

US Financial Advisors sold out of FS KKR Capital (FSK) in Q2 2016, closing a stake of 1,163 shares — an estimated $43K sold.

US Financial Advisors first reported a position in FSK in Q4 2014 and held it in 6 quarters. The position peaked at $142K in Q1 2015. 154 funds tracked by Wall St. Rank hold FSK as of Q2 2016.

  • US Financial Advisors reported no remaining FS KKR Capital position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,163 FS KKR Capital shares in Q2 2016, an estimated $43K.
  • US Financial Advisors first reported a position in FS KKR Capital in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's FS KKR Capital position peaked at $142K in Q1 2015.
  • 154 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.