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Hudson Valley Investment Advisors’s World Kinect Corp WKC Stock Holding History

Hudson Valley Investment Advisors’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
-5,381
Closed -$207K – 152
2017
Q2 		$207K Buy
+5,381
New +$197K 0.06% 140
2017
Q1 		– Sell
-5,381
Closed -$247K – 150
2016
Q4 		$247K Sell
5,381
-119
-2% -$5.3K 0.07% 134
2016
Q3 		$254K Hold
5,500
– – 0.08% 134
2016
Q2 		$261K Hold
5,500
– – 0.08% 129
2016
Q1 		$267K Hold
5,500
– – 0.09% 124
2015
Q4 		$212K Buy
+5,500
New +$225K 0.07% 139
2015
Q3 		– Sell
-5,585
Closed -$268K – 160
2015
Q2 		$268K Sell
5,585
-39
-0.7% -$2.04K 0.08% 121
2015
Q1 		$323K Hold
5,624
– – 0.11% 104
2014
Q4 		$264K Hold
5,624
– – 0.11% 105
2014
Q3 		$225K Buy
+5,624
New +$252K 0.1% 115

Other funds holding WKC

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
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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