GWA
KKD

Genesis Wealth Advisors’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Genesis Wealth Advisors’s Portfolio KKD Stock Details KKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$674 Hold
35
– – ﹤0.01% 481
2015
Q1 		$690 Hold
35
– – ﹤0.01% 434
2014
Q4 		$772 Buy
+35
New +$663 ﹤0.01% 463

Other funds holding KKD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Genesis Wealth Advisors's KKD Position: Q2 2015 in Review

Genesis Wealth Advisors held its KRISPY KREME DOUGHNUTS INC (KKD) position steady in Q2 2015 at 35 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Genesis Wealth Advisors first reported a position in KKD in Q4 2014 and has held it in 3 quarters since. The position peaked at $772 in Q4 2014. 165 funds tracked by Wall St. Rank hold KKD as of Q2 2015.

  • Genesis Wealth Advisors held 35 shares of KRISPY KREME DOUGHNUTS INC worth $674 as of Q2 2015.
  • Genesis Wealth Advisors left its KRISPY KREME DOUGHNUTS INC share count unchanged in Q2 2015.
  • KRISPY KREME DOUGHNUTS INC made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #481 holding.
  • Genesis Wealth Advisors first reported a position in KRISPY KREME DOUGHNUTS INC in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's KRISPY KREME DOUGHNUTS INC position peaked at $772 in Q4 2014.
  • 165 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.