SBIA
WKC icon

Sheaff Brock Investment Advisors’s World Kinect Corp WKC Stock Holding History

Sheaff Brock 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
2016
Q4 		– Sell
-4,415
Closed -$204K – 654
2016
Q3 		$204K Sell
4,415
-1,385
-24% -$63.9K 0.03% 466
2016
Q2 		$275K Sell
5,800
-275
-5% -$12.8K 0.03% 393
2016
Q1 		$295K Buy
+6,075
New +$261K 0.04% 399

Other funds holding WKC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sheaff Brock Investment Advisors's WKC Position: Q4 2016 in Review

Sheaff Brock Investment Advisors sold out of World Kinect Corp (WKC) in Q4 2016, closing a stake of 4,415 shares — an estimated $204K sold.

Sheaff Brock Investment Advisors first reported a position in WKC in Q1 2016 and held it in 3 quarters. The position peaked at $295K in Q1 2016. 267 funds tracked by Wall St. Rank hold WKC as of Q4 2016.

  • Sheaff Brock Investment Advisors reported no remaining World Kinect Corp position as of Q4 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,415 World Kinect Corp shares in Q4 2016, an estimated $204K.
  • Sheaff Brock Investment Advisors first reported a position in World Kinect Corp in Q1 2016 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's World Kinect Corp position peaked at $295K in Q1 2016.
  • 267 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.