CAG
WKC icon

Crestwood Advisors Group’s World Kinect Corp WKC Stock Holding History

Crestwood Advisors Group’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
Q2 		– Sell
-900
Closed -$33K – 434
2017
Q1 		$33K Buy
+900
New +$36.6K ﹤0.01% 317

Other funds holding WKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

Crestwood Advisors Group's WKC Position: Q2 2017 in Review

Crestwood Advisors Group sold out of World Kinect Corp (WKC) in Q2 2017, closing a stake of 900 shares — an estimated $33K sold.

Crestwood Advisors Group first reported a position in WKC in Q1 2017 and held it in 1 quarter. The position peaked at $33K in Q1 2017. 245 funds tracked by Wall St. Rank hold WKC as of Q2 2017.

  • Crestwood Advisors Group reported no remaining World Kinect Corp position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 900 World Kinect Corp shares in Q2 2017, an estimated $33K.
  • Crestwood Advisors Group first reported a position in World Kinect Corp in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's World Kinect Corp position peaked at $33K in Q1 2017.
  • 245 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.