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Stratos Wealth Partners’s World Kinect Corp WKC Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-522
Closed -$14K – 2503
2018
Q3 		$14K Buy
+522
New +$13.4K ﹤0.01% 2040
2018
Q2 		– Sell
-737
Closed -$18K – 2589
2018
Q1 		$18K Sell
737
-95
-11% -$2.44K ﹤0.01% 2059
2017
Q4 		$23K Buy
+832
New +$25.1K ﹤0.01% 1857

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Stratos Wealth Partners's WKC Position: Q4 2018 in Review

Stratos Wealth Partners sold out of World Kinect Corp (WKC) in Q4 2018, closing a stake of 522 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in WKC in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q4 2017. 226 funds tracked by Wall St. Rank hold WKC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining World Kinect Corp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 522 World Kinect Corp shares in Q4 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in World Kinect Corp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's World Kinect Corp position peaked at $23K in Q4 2017.
  • 226 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.