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Assured Investment Management’s World Kinect Corp WKC Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-39,044
Closed -$1.13M – 857
2019
Q1 		$1.13M Buy
39,044
+7,980
+26% +$209K 0.05% 366
2018
Q4 		$665K Buy
31,064
+27,732
+832% +$730K 0.02% 562
2018
Q3 		$92K Sell
3,332
-2,462
-42% -$63.2K ﹤0.01% 1055
2018
Q2 		$118K Sell
5,794
-25,273
-81% -$585K ﹤0.01% 1064
2018
Q1 		$763K Buy
+31,067
New +$799K 0.02% 634
2016
Q4 		– Sell
-30,560
Closed -$1.41M – 704
2016
Q3 		$1.41M Buy
30,560
+2,190
+8% +$101K 0.05% 244
2016
Q2 		$1.35M Buy
+28,370
New +$1.32M 0.04% 213
2015
Q3 		– Sell
-10,335
Closed -$496K – 741
2015
Q2 		$496K Buy
+10,335
New +$541K 0.01% 359

Other funds holding WKC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return