BWFA
KKD

Baltimore-Washington Financial Advisors’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Baltimore-Washington Financial 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
2015
Q4 		– Sell
-100
Closed -$1K – 306
2015
Q3 		$1K Hold
100
– – ﹤0.01% 266
2015
Q2 		$1K Hold
100
– – ﹤0.01% 218
2015
Q1 		$2K Buy
+100
New +$2.03K ﹤0.01% 274

Other funds holding KKD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baltimore-Washington Financial Advisors's KKD Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q4 2015, closing a stake of 100 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in KKD in Q1 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 151 funds tracked by Wall St. Rank hold KKD as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 100 KRISPY KREME DOUGHNUTS INC shares in Q4 2015, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in KRISPY KREME DOUGHNUTS INC in Q1 2015 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's KRISPY KREME DOUGHNUTS INC position peaked at $2K in Q1 2015.
  • 151 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.