Zhang Financial’s FS KKR Capital FSK Stock Holding History

Zhang Financial’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 Q1	–	Sell	-3,075	Closed	-$77K	–	97
2019 Q4	$77K	Buy	+3,075	New	+$73.5K	0.03%	102

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Zhang Financial's FSK Position: Q1 2020 in Review

Zhang Financial sold out of FS KKR Capital (FSK) in Q1 2020, closing a stake of 3,075 shares — an estimated $77K sold.

Zhang Financial first reported a position in FSK in Q4 2019 and held it in 1 quarter. The position peaked at $77K in Q4 2019. 326 funds tracked by Wall St. Rank hold FSK as of Q1 2020.

Zhang Financial reported no remaining FS KKR Capital position as of Q1 2020 after selling out during the quarter.
Zhang Financial sold 3,075 FS KKR Capital shares in Q1 2020, an estimated $77K.
Zhang Financial first reported a position in FS KKR Capital in Q4 2019 and held it in 1 quarter.
Zhang Financial's FS KKR Capital position peaked at $77K in Q4 2019.
326 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2020.

Based on Zhang Financial's 13F filing for Q1 2020, filed 6 May 2020.