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Capital Analysts LLC’s World Kinect Corp WKC Stock Holding History

Capital Analysts LLC’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,581
Closed -$73K – 375
2016
Q4 		$73K Hold
1,581
– – 0.01% 244
2016
Q3 		$73.1K Hold
1,581
– – 0.01% 231
2016
Q2 		$75.1K Hold
1,581
– – 0.02% 229
2016
Q1 		$76.8K Hold
1,581
– – 0.02% 235
2015
Q4 		$60.8K Sell
1,581
-626
-28% -$25.6K 0.01% 259
2015
Q3 		$79K Buy
2,207
+472
+27% +$19.6K 0.02% 251
2015
Q2 		$83.2K Hold
1,735
– – 0.02% 226
2015
Q1 		$99.7K Hold
1,735
– – 0.02% 204
2014
Q4 		$81.4K Hold
1,735
– – 0.02% 209
2014
Q3 		$69.3K Buy
1,735
+514
+42% +$23K 0.02% 221
2014
Q2 		$60.1K Hold
1,221
– – 0.01% 224
2014
Q1 		$53.8K Hold
1,221
– – 0.01% 227
2013
Q4 		$52.7K Hold
1,221
– – 0.01% 213
2013
Q3 		$45.6K Sell
1,221
-9,375
-88% -$361K 0.01% 212
2013
Q2 		$424K Buy
+10,596
New +$422K 0.13% 109

Other funds holding WKC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return