BPBT
KKD

Boston Private Bank & Trust’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Boston Private Bank & Trust’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
Q4 		– Sell
-200
Closed -$3K – 1235
2014
Q3 		$3K Hold
200
– – ﹤0.01% 990
2014
Q2 		$3K Hold
200
– – ﹤0.01% 935
2014
Q1 		$4K Hold
200
– – ﹤0.01% 941
2013
Q4 		$4K Hold
200
– – ﹤0.01% 960
2013
Q3 		$4K Hold
200
– – ﹤0.01% 899
2013
Q2 		$3K Buy
+200
New +$2.98K ﹤0.01% 900

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
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 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Boston Private Bank & Trust's KKD Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q4 2014, closing a stake of 200 shares — an estimated $3K sold.

Boston Private Bank & Trust first reported a position in KKD in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q1 2014. 154 funds tracked by Wall St. Rank hold KKD as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 200 KRISPY KREME DOUGHNUTS INC shares in Q4 2014, an estimated $3K.
  • Boston Private Bank & Trust first reported a position in KRISPY KREME DOUGHNUTS INC in Q2 2013 and held it in 6 quarters.
  • Boston Private Bank & Trust's KRISPY KREME DOUGHNUTS INC position peaked at $4K in Q1 2014.
  • 154 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.