LWA
KKD

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

Lenox 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
2014
Q1 		– Sell
-86
Closed -$2K – 400
2013
Q4 		$2K Buy
+86
New +$1.94K ﹤0.01% 350

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Lenox Wealth Advisors's KKD Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q1 2014, closing a stake of 86 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in KKD in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 157 funds tracked by Wall St. Rank hold KKD as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 86 KRISPY KREME DOUGHNUTS INC shares in Q1 2014, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in KRISPY KREME DOUGHNUTS INC in Q4 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's KRISPY KREME DOUGHNUTS INC position peaked at $2K in Q4 2013.
  • 157 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.