NFG
KKD

Next Financial Group’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Next Financial Group’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
Q4 		– Sell
-100
Closed -$2K – 2719
2014
Q3 		$2K Buy
+100
New +$1.64K ﹤0.01% 2384

Other funds holding KKD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Next Financial Group's KKD Position: Q4 2014 in Review

Next Financial Group sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q4 2014, closing a stake of 100 shares — an estimated $2K sold.

Next Financial Group first reported a position in KKD in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 154 funds tracked by Wall St. Rank hold KKD as of Q4 2014.

  • Next Financial Group reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 100 KRISPY KREME DOUGHNUTS INC shares in Q4 2014, an estimated $2K.
  • Next Financial Group first reported a position in KRISPY KREME DOUGHNUTS INC in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's KRISPY KREME DOUGHNUTS INC position peaked at $2K in Q3 2014.
  • 154 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.