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Advance Capital I’s World Kinect Corp WKC Stock Holding History

Advance Capital I’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-16,600
Closed -$716K – 297
2013
Q4 		$716K Buy
16,600
+9,600
+137% +$378K 0.34% 123
2013
Q3 		$261K Hold
7,000
– – 0.13% 314
2013
Q2 		$280K Buy
+7,000
New +$279K 0.14% 285

Other funds holding WKC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Advance Capital I's WKC Position: Q1 2014 in Review

Advance Capital I sold out of World Kinect Corp (WKC) in Q1 2014, closing a stake of 16,600 shares — an estimated $716K sold.

Advance Capital I first reported a position in WKC in Q2 2013 and held it in 3 quarters. The position peaked at $716K in Q4 2013. 228 funds tracked by Wall St. Rank hold WKC as of Q1 2014.

  • Advance Capital I reported no remaining World Kinect Corp position as of Q1 2014 after selling out during the quarter.
  • Advance Capital I sold 16,600 World Kinect Corp shares in Q1 2014, an estimated $716K.
  • Advance Capital I first reported a position in World Kinect Corp in Q2 2013 and held it in 3 quarters.
  • Advance Capital I's World Kinect Corp position peaked at $716K in Q4 2013.
  • 228 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2014.

Based on Advance Capital I's 13F filing for Q1 2014, filed 15 May 2014.