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Pinnacle Summer Investments’s World Kinect Corp WKC Stock Holding History

Pinnacle Summer Investments’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
2013
Q4 		– Sell
-492
Closed -$18K – 998
2013
Q3 		$18K Hold
492
– – ﹤0.01% 565
2013
Q2 		$20K Buy
+492
New +$19.6K ﹤0.01% 502

Other funds holding WKC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Pinnacle Summer Investments's WKC Position: Q4 2013 in Review

Pinnacle Summer Investments sold out of World Kinect Corp (WKC) in Q4 2013, closing a stake of 492 shares — an estimated $18K sold.

Pinnacle Summer Investments first reported a position in WKC in Q2 2013 and held it in 2 quarters. The position peaked at $20K in Q2 2013. 233 funds tracked by Wall St. Rank hold WKC as of Q4 2013.

  • Pinnacle Summer Investments reported no remaining World Kinect Corp position as of Q4 2013 after selling out during the quarter.
  • Pinnacle Summer Investments sold 492 World Kinect Corp shares in Q4 2013, an estimated $18K.
  • Pinnacle Summer Investments first reported a position in World Kinect Corp in Q2 2013 and held it in 2 quarters.
  • Pinnacle Summer Investments's World Kinect Corp position peaked at $20K in Q2 2013.
  • 233 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2013.

Based on Pinnacle Summer Investments's 13F filing for Q4 2013, filed 12 Feb 2014.