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Security National Trust’s World Kinect Corp WKC Stock Holding History

Security National Trust’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
Q3 		– Sell
-90
Closed -$4K – 562
2013
Q2 		$4K Buy
+90
New +$3.58K ﹤0.01% 442

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 $112B AUM 36.28% 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 $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

Security National Trust's WKC Position: Q3 2013 in Review

Security National Trust sold out of World Kinect Corp (WKC) in Q3 2013, closing a stake of 90 shares — an estimated $4K sold.

Security National Trust first reported a position in WKC in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 235 funds tracked by Wall St. Rank hold WKC as of Q3 2013.

  • Security National Trust reported no remaining World Kinect Corp position as of Q3 2013 after selling out during the quarter.
  • Security National Trust sold 90 World Kinect Corp shares in Q3 2013, an estimated $4K.
  • Security National Trust first reported a position in World Kinect Corp in Q2 2013 and held it in 1 quarter.
  • Security National Trust's World Kinect Corp position peaked at $4K in Q2 2013.
  • 235 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2013.

Based on Security National Trust's 13F filing for Q3 2013, filed 15 Nov 2013.