PFA
KKD

Paradigm Financial Advisors’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Paradigm Financial 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
Q2 		– Sell
-250
Closed -$4K – 266
2014
Q1 		$4K Hold
250
– – ﹤0.01% 243
2013
Q4 		$5K Buy
+250
New +$5.64K ﹤0.01% 236

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
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
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

Paradigm Financial Advisors's KKD Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q2 2014, closing a stake of 250 shares — an estimated $4K sold.

Paradigm Financial Advisors first reported a position in KKD in Q4 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 141 funds tracked by Wall St. Rank hold KKD as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 250 KRISPY KREME DOUGHNUTS INC shares in Q2 2014, an estimated $4K.
  • Paradigm Financial Advisors first reported a position in KRISPY KREME DOUGHNUTS INC in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's KRISPY KREME DOUGHNUTS INC position peaked at $5K in Q4 2013.
  • 141 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.