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Tompkins Financial’s World Kinect Corp WKC Stock Holding History

Tompkins Financial’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
Q4 		– Sell
-65
Closed -$2K – 443
2017
Q3 		$2K Buy
+65
New +$2.32K ﹤0.01% 401
2017
Q2 		– Sell
-185
Closed -$7K – 379
2017
Q1 		$7K Hold
185
– – ﹤0.01% 324
2016
Q4 		$8K Hold
185
– – ﹤0.01% 331
2016
Q3 		$9K Hold
185
– – ﹤0.01% 324
2016
Q2 		$9K Buy
+185
New +$8.61K ﹤0.01% 408

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tompkins Financial's WKC Position: Q4 2017 in Review

Tompkins Financial sold out of World Kinect Corp (WKC) in Q4 2017, closing a stake of 65 shares — an estimated $2K sold.

Tompkins Financial first reported a position in WKC in Q2 2016 and held it in 5 quarters. The position peaked at $9K in Q3 2016. 245 funds tracked by Wall St. Rank hold WKC as of Q4 2017.

  • Tompkins Financial reported no remaining World Kinect Corp position as of Q4 2017 after selling out during the quarter.
  • Tompkins Financial sold 65 World Kinect Corp shares in Q4 2017, an estimated $2K.
  • Tompkins Financial first reported a position in World Kinect Corp in Q2 2016 and held it in 5 quarters.
  • Tompkins Financial's World Kinect Corp position peaked at $9K in Q3 2016.
  • 245 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2017.

Based on Tompkins Financial's 13F filing for Q4 2017, filed 24 Jan 2018.