CO
KKD

Caldwell & Orkin’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Caldwell & Orkin’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
Q3 		– Sell
-120,700
Closed -$2.11M – 99
2013
Q2 		$2.11M Buy
+120,700
New +$1.8M 1.16% 32

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
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 16.07% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
CCM
Cupps Capital Management Chicago, Illinois $231M AUM 49.73% 1-Year Est. Return

Caldwell & Orkin's KKD Position: Q3 2013 in Review

Caldwell & Orkin sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q3 2013, closing a stake of 120,700 shares — an estimated $2.11M sold.

Caldwell & Orkin first reported a position in KKD in Q2 2013 and held it in 1 quarter. The position peaked at $2.11M in Q2 2013. 162 funds tracked by Wall St. Rank hold KKD as of Q3 2013.

  • Caldwell & Orkin reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q3 2013 after selling out during the quarter.
  • Caldwell & Orkin sold 120,700 KRISPY KREME DOUGHNUTS INC shares in Q3 2013, an estimated $2.11M.
  • Caldwell & Orkin first reported a position in KRISPY KREME DOUGHNUTS INC in Q2 2013 and held it in 1 quarter.
  • Caldwell & Orkin's KRISPY KREME DOUGHNUTS INC position peaked at $2.11M in Q2 2013.
  • 162 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q3 2013.

Based on Caldwell & Orkin's 13F filing for Q3 2013, filed 7 Nov 2013.