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OneDigital Investment Advisors’s World Kinect Corp WKC Stock Holding History

OneDigital 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
2018
Q4 		– Sell
-77
Closed -$2K – 1285
2018
Q3 		$2K Hold
77
– – ﹤0.01% 994
2018
Q2 		$2K Hold
77
– – ﹤0.01% 1265
2018
Q1 		$2K Hold
77
– – ﹤0.01% 1262
2017
Q4 		$2K Sell
77
-645
-89% -$19.5K ﹤0.01% 1184
2017
Q3 		$25K Buy
722
+645
+838% +$23K 0.01% 582
2017
Q2 		$3K Buy
+77
New +$2.81K ﹤0.01% 1138

Other funds holding WKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

OneDigital Investment Advisors's WKC Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of World Kinect Corp (WKC) in Q4 2018, closing a stake of 77 shares — an estimated $2K sold.

OneDigital Investment Advisors first reported a position in WKC in Q2 2017 and held it in 6 quarters. The position peaked at $25K in Q3 2017. 226 funds tracked by Wall St. Rank hold WKC as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining World Kinect Corp position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 77 World Kinect Corp shares in Q4 2018, an estimated $2K.
  • OneDigital Investment Advisors first reported a position in World Kinect Corp in Q2 2017 and held it in 6 quarters.
  • OneDigital Investment Advisors's World Kinect Corp position peaked at $25K in Q3 2017.
  • 226 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.