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Smith & Howard Wealth Management’s World Kinect Corp WKC Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-12
Closed -$1K – 215
2013
Q4 		$1K Hold
12
– – ﹤0.01% 243
2013
Q3 		$0 Hold
12
– – ﹤0.01% 271
2013
Q2 		$0 Buy
+12
New +$478 ﹤0.01% 231

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

Smith & Howard Wealth Management's WKC Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of World Kinect Corp (WKC) in Q1 2014, closing a stake of 12 shares — an estimated $1K sold.

Smith & Howard Wealth Management first reported a position in WKC in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 228 funds tracked by Wall St. Rank hold WKC as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining World Kinect Corp position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 12 World Kinect Corp shares in Q1 2014, an estimated $1K.
  • Smith & Howard Wealth Management first reported a position in World Kinect Corp in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's World Kinect Corp position peaked at $1K in Q4 2013.
  • 228 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.