Commonwealth Equity Services
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Commonwealth Equity Services’s World Kinect Corp WKC Stock Holding History

Commonwealth Equity Services’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
-5,313
Closed -$244K – 2480
2016
Q4 		$244K Buy
5,313
+2
+0% +$89 ﹤0.01% 1923
2016
Q3 		$246K Buy
5,311
+1
+0% +$46 ﹤0.01% 1857
2016
Q2 		$252K Sell
5,310
-272
-5% -$12.7K ﹤0.01% 1790
2016
Q1 		$271K Sell
5,582
-248
-4% -$10.6K ﹤0.01% 1705
2015
Q4 		$224K Buy
+5,830
New +$239K ﹤0.01% 1802

Other funds holding WKC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $63.1B AUM 35.51% 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 $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Commonwealth Equity Services's WKC Position: Q1 2017 in Review

Commonwealth Equity Services sold out of World Kinect Corp (WKC) in Q1 2017, closing a stake of 5,313 shares — an estimated $244K sold.

Commonwealth Equity Services first reported a position in WKC in Q4 2015 and held it in 5 quarters. The position peaked at $271K in Q1 2016. 251 funds tracked by Wall St. Rank hold WKC as of Q1 2017.

  • Commonwealth Equity Services reported no remaining World Kinect Corp position as of Q1 2017 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,313 World Kinect Corp shares in Q1 2017, an estimated $244K.
  • Commonwealth Equity Services first reported a position in World Kinect Corp in Q4 2015 and held it in 5 quarters.
  • Commonwealth Equity Services's World Kinect Corp position peaked at $271K in Q1 2016.
  • 251 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2017.

Based on Commonwealth Equity Services's 13F filing for Q1 2017, filed 15 May 2017.