BRWA
KKD

B. Riley Wealth Advisors’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

B. Riley Wealth Advisors’s Portfolio KKD Stock Details KKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-150
Closed -$2.4K – 2577
2014
Q2 		$2.4K Buy
+150
New +$2.6K ﹤0.01% 2203
2013
Q3 		– Sell
-5,473
Closed -$96K – 790
2013
Q2 		$96K Buy
+5,473
New +$81.7K 0.03% 559

Other funds holding KKD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

B. Riley Wealth Advisors's KKD Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q3 2014, closing a stake of 150 shares — an estimated $2.4K sold.

B. Riley Wealth Advisors first reported a position in KKD in Q2 2013 and held it in 2 quarters. The position peaked at $96K in Q2 2013. 147 funds tracked by Wall St. Rank hold KKD as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 150 KRISPY KREME DOUGHNUTS INC shares in Q3 2014, an estimated $2.4K.
  • B. Riley Wealth Advisors first reported a position in KRISPY KREME DOUGHNUTS INC in Q2 2013 and held it in 2 quarters.
  • B. Riley Wealth Advisors's KRISPY KREME DOUGHNUTS INC position peaked at $96K in Q2 2013.
  • 147 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.