Shelton Capital Management’s World Kinect Corp WKC Stock Holding History

Shelton Capital Management’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
2017 Q3	–	Sell	-5,338	Closed	-$205K	–	876
2017 Q2	$205K	Buy	+5,338	New	+$195K	0.01%	800
2017 Q1	–	Sell	-6,903	Closed	-$317K	–	906
2016 Q4	$317K	Hold	6,903	–	–	0.02%	589
2016 Q3	$319K	Hold	6,903	–	–	0.03%	547
2016 Q2	$328K	Hold	6,903	–	–	0.03%	515
2016 Q1	$335K	Hold	6,903	–	–	0.03%	512
2015 Q4	$265K	Hold	6,903	–	–	0.03%	600
2015 Q3	$247K	Hold	6,903	–	–	0.03%	611
2015 Q2	$331K	Hold	6,903	–	–	0.03%	542
2015 Q1	$397K	Sell	6,903 -548	-7%	-$28.5K	0.04%	472
2014 Q4	$350K	Sell	7,451 -566	-7%	-$24.5K	0.04%	511
2014 Q3	$320K	Hold	8,017	–	–	0.04%	519
2014 Q2	$395K	Hold	8,017	–	–	0.06%	441
2014 Q1	$354K	Hold	8,017	–	–	0.05%	460
2013 Q4	$346K	Hold	8,017	–	–	0.05%	447
2013 Q3	$299K	Hold	8,017	–	–	0.05%	471
2013 Q2	$321K	Buy	+8,017	New	+$319K	0.06%	409

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Shelton Capital Management's WKC Position: Q3 2017 in Review

Shelton Capital Management sold out of World Kinect Corp (WKC) in Q3 2017, closing a stake of 5,338 shares — an estimated $205K sold.

Shelton Capital Management first reported a position in WKC in Q2 2013 and held it in 16 quarters. The position peaked at $397K in Q1 2015. 229 funds tracked by Wall St. Rank hold WKC as of Q3 2017.

Shelton Capital Management reported no remaining World Kinect Corp position as of Q3 2017 after selling out during the quarter.
Shelton Capital Management sold 5,338 World Kinect Corp shares in Q3 2017, an estimated $205K.
Shelton Capital Management first reported a position in World Kinect Corp in Q2 2013 and held it in 16 quarters.
Shelton Capital Management's World Kinect Corp position peaked at $397K in Q1 2015.
229 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2017.

Based on Shelton Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.