EWM
WKC icon

Evercore Wealth Management’s World Kinect Corp WKC Stock Holding History

Evercore Wealth Management’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
Q3 		– Sell
-220
Closed -$8K – 956
2017
Q2 		$8K Hold
220
– – ﹤0.01% 853
2017
Q1 		$8K Hold
220
– – ﹤0.01% 846
2016
Q4 		$10K Hold
220
– – ﹤0.01% 829
2016
Q3 		$10K Hold
220
– – ﹤0.01% 871
2016
Q2 		$10K Buy
+220
New +$10.2K ﹤0.01% 852
2015
Q1 		– Sell
-600
Closed -$28K – 1043
2014
Q4 		$28K Buy
+600
New +$26K ﹤0.01% 623
2013
Q4 		– Sell
-73
Closed -$2K – 999
2013
Q3 		$2K Sell
73
-1,469
-95% -$56.6K ﹤0.01% 969
2013
Q2 		$62K Buy
+1,542
New +$61.4K ﹤0.01% 543

Other funds holding WKC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return