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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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Evercore Wealth Management's WKC Position: Q3 2017 in Review

Evercore Wealth Management sold out of World Kinect Corp (WKC) in Q3 2017, closing a stake of 220 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in WKC in Q2 2013 and held it in 8 quarters. The position peaked at $62K in Q2 2013. 229 funds tracked by Wall St. Rank hold WKC as of Q3 2017.

  • Evercore Wealth Management reported no remaining World Kinect Corp position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 220 World Kinect Corp shares in Q3 2017, an estimated $8K.
  • Evercore Wealth Management first reported a position in World Kinect Corp in Q2 2013 and held it in 8 quarters.
  • Evercore Wealth Management's World Kinect Corp position peaked at $62K in Q2 2013.
  • 229 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.