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Avantax Planning Partners’s World Kinect Corp WKC Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-352
Closed -$10K – 1196
2018
Q3 		$10K Buy
+352
New +$9.04K ﹤0.01% 888
2018
Q2 		– Sell
-370
Closed -$9K – 1483
2018
Q1 		$9K Buy
+370
New +$9.51K ﹤0.01% 1120

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's WKC Position: Q4 2018 in Review

Avantax Planning Partners sold out of World Kinect Corp (WKC) in Q4 2018, closing a stake of 352 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in WKC in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 226 funds tracked by Wall St. Rank hold WKC as of Q4 2018.

  • Avantax Planning Partners reported no remaining World Kinect Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 352 World Kinect Corp shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in World Kinect Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's World Kinect Corp position peaked at $10K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.