OFS
KKD

Orrstown Financial Services’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Orrstown Financial Services’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
Q3 		– Sell
-100
Closed -$2K – 209
2014
Q2 		$2K Hold
100
– – ﹤0.01% 184
2014
Q1 		$2K Hold
100
– – ﹤0.01% 186
2013
Q4 		$2K Hold
100
– – ﹤0.01% 194
2013
Q3 		$2K Hold
100
– – ﹤0.01% 198
2013
Q2 		$2K Buy
+100
New +$1.49K ﹤0.01% 183

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Orrstown Financial Services's KKD Position: Q3 2014 in Review

Orrstown Financial Services sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q3 2014, closing a stake of 100 shares — an estimated $2K sold.

Orrstown Financial Services first reported a position in KKD in Q2 2013 and held it in 5 quarters. The position peaked at $2K in Q2 2014. 147 funds tracked by Wall St. Rank hold KKD as of Q3 2014.

  • Orrstown Financial Services reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q3 2014 after selling out during the quarter.
  • Orrstown Financial Services sold 100 KRISPY KREME DOUGHNUTS INC shares in Q3 2014, an estimated $2K.
  • Orrstown Financial Services first reported a position in KRISPY KREME DOUGHNUTS INC in Q2 2013 and held it in 5 quarters.
  • Orrstown Financial Services's KRISPY KREME DOUGHNUTS INC position peaked at $2K in Q2 2014.
  • 147 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q3 2014.

Based on Orrstown Financial Services's 13F filing for Q3 2014, filed 10 Oct 2014.