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Lucus Advisors’s World Kinect Corp WKC Stock Holding History

Lucus 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
2016
Q3 		– Sell
-7,384
Closed -$351K – 302
2016
Q2 		$351K Buy
+7,384
New +$344K 0.29% 96

Other funds holding WKC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

Lucus Advisors's WKC Position: Q3 2016 in Review

Lucus Advisors sold out of World Kinect Corp (WKC) in Q3 2016, closing a stake of 7,384 shares — an estimated $351K sold.

Lucus Advisors first reported a position in WKC in Q2 2016 and held it in 1 quarter. The position peaked at $351K in Q2 2016. 275 funds tracked by Wall St. Rank hold WKC as of Q3 2016.

  • Lucus Advisors reported no remaining World Kinect Corp position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 7,384 World Kinect Corp shares in Q3 2016, an estimated $351K.
  • Lucus Advisors first reported a position in World Kinect Corp in Q2 2016 and held it in 1 quarter.
  • Lucus Advisors's World Kinect Corp position peaked at $351K in Q2 2016.
  • 275 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.