SIM
KKD

Sonora Investment Management’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Sonora Investment Management’s Portfolio KKD Stock Details KKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-300
Closed -$5K – 1004
2015
Q4 		$5K Hold
300
– – ﹤0.01% 650
2015
Q3 		$5K Buy
+300
New +$5.26K ﹤0.01% 777

Other funds holding KKD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sonora Investment Management's KKD Position: Q1 2016 in Review

Sonora Investment Management sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q1 2016, closing a stake of 300 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in KKD in Q3 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 155 funds tracked by Wall St. Rank hold KKD as of Q1 2016.

  • Sonora Investment Management reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q1 2016 after selling out during the quarter.
  • Sonora Investment Management sold 300 KRISPY KREME DOUGHNUTS INC shares in Q1 2016, an estimated $5K.
  • Sonora Investment Management first reported a position in KRISPY KREME DOUGHNUTS INC in Q3 2015 and held it in 2 quarters.
  • Sonora Investment Management's KRISPY KREME DOUGHNUTS INC position peaked at $5K in Q4 2015.
  • 155 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q1 2016.

Based on Sonora Investment Management's 13F filing for Q1 2016, filed 9 May 2016.