BIM
KKD

Bogle Investment Management’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Bogle Investment Management’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
2013
Q4 		– Sell
-15,808
Closed -$305K – 442
2013
Q3 		$305K Sell
15,808
-521,164
-97% -$10.6M 0.03% 285
2013
Q2 		$9.37M Buy
+536,972
New +$8.01M 1.14% 5

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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Bogle Investment Management's KKD Position: Q4 2013 in Review

Bogle Investment Management sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q4 2013, closing a stake of 15,808 shares — an estimated $305K sold.

Bogle Investment Management first reported a position in KKD in Q2 2013 and held it in 2 quarters. The position peaked at $9.37M in Q2 2013. 163 funds tracked by Wall St. Rank hold KKD as of Q4 2013.

  • Bogle Investment Management reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q4 2013 after selling out during the quarter.
  • Bogle Investment Management sold 15,808 KRISPY KREME DOUGHNUTS INC shares in Q4 2013, an estimated $305K.
  • Bogle Investment Management first reported a position in KRISPY KREME DOUGHNUTS INC in Q2 2013 and held it in 2 quarters.
  • Bogle Investment Management's KRISPY KREME DOUGHNUTS INC position peaked at $9.37M in Q2 2013.
  • 163 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q4 2013.

Based on Bogle Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.