WI
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Wintrust Investments’s FS KKR Capital FSK Stock Holding History

Wintrust Investments’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
2020
Q2 		– Sell
-5,397
Closed -$65K – 359
2020
Q1 		$65K Buy
5,397
+40
+0.7% +$856 0.01% 327
2019
Q4 		$131K Hold
5,357
– – 0.02% 354
2019
Q3 		$125K Buy
5,357
+31
+0.6% +$727 0.02% 358
2019
Q2 		$127K Buy
5,326
+30
+0.6% +$738 0.02% 362
2019
Q1 		$128K Hold
5,296
– – 0.02% 345
2018
Q4 		$110K Buy
+5,296
New +$132K 0.02% 326
2017
Q2 		– Sell
-2,850
Closed -$112K – 295
2017
Q1 		$112K Buy
+2,850
New +$117K 0.03% 283

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return