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First Personal Financial Services’s World Kinect Corp WKC Stock Holding History

First Personal Financial 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
2015
Q1 		– Sell
-120
Closed -$5K – 598
2014
Q4 		$5K Buy
+120
New +$5.19K ﹤0.01% 301

Other funds holding WKC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Personal Financial Services's WKC Position: Q1 2015 in Review

First Personal Financial Services sold out of World Kinect Corp (WKC) in Q1 2015, closing a stake of 120 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in WKC in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 264 funds tracked by Wall St. Rank hold WKC as of Q1 2015.

  • First Personal Financial Services reported no remaining World Kinect Corp position as of Q1 2015 after selling out during the quarter.
  • First Personal Financial Services sold 120 World Kinect Corp shares in Q1 2015, an estimated $5K.
  • First Personal Financial Services first reported a position in World Kinect Corp in Q4 2014 and held it in 1 quarter.
  • First Personal Financial Services's World Kinect Corp position peaked at $5K in Q4 2014.
  • 264 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2015.

Based on First Personal Financial Services's 13F filing for Q1 2015, filed 4 May 2015.