WPSG
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Wealth & Pension Services Group’s FS KKR Capital FSK Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		$552K Sell
23,685
-1,238
-5% -$29K 0.4% 70
2019
Q2 		$594K Buy
24,923
+549
+2% +$13.5K 0.43% 64
2019
Q1 		$590K Buy
24,374
+741
+3% +$18.4K 0.46% 65
2018
Q4 		$490K Buy
23,633
+5,531
+31% +$138K 0.44% 64
2018
Q3 		$510K Buy
18,102
+794
+5% +$24.3K 0.51% 45
2018
Q2 		$508K Buy
+17,308
New +$528K 0.64% 35

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return