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Wealthspire Advisors (Maryland)’s FS KKR Capital FSK Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-383
Closed -$9K – 1025
2019
Q1 		$9K Hold
383
– – ﹤0.01% 1577
2018
Q4 		$8K Buy
+383
New +$9.53K ﹤0.01% 1551
2017
Q2 		– Sell
-975
Closed -$38K – 2217
2017
Q1 		$38K Sell
975
-853
-47% -$34.9K 0.01% 876
2016
Q4 		$75K Buy
1,828
+444
+32% +$17.4K 0.01% 665
2016
Q3 		$52K Buy
1,384
+125
+10% +$4.74K 0.01% 764
2016
Q2 		$46K Buy
+1,259
New +$45.6K 0.01% 759

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
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
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FSK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of FS KKR Capital (FSK) in Q2 2019, closing a stake of 383 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in FSK in Q2 2016 and held it in 6 quarters. The position peaked at $75K in Q4 2016. 317 funds tracked by Wall St. Rank hold FSK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining FS KKR Capital position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 383 FS KKR Capital shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in FS KKR Capital in Q2 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s FS KKR Capital position peaked at $75K in Q4 2016.
  • 317 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.