WCM
KKD

Wealthcare Capital Management’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-2,139
Closed – – 1091
2015
Q1 		$0 Buy
+2,139
New +$43.5K ﹤0.01% 1095

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wealthcare Capital Management's KKD Position: Q2 2015 in Review

Wealthcare Capital Management sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q2 2015, closing a stake of 2,139 shares.

Wealthcare Capital Management first reported a position in KKD in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 165 funds tracked by Wall St. Rank hold KKD as of Q2 2015.

  • Wealthcare Capital Management reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 2,139 KRISPY KREME DOUGHNUTS INC shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in KRISPY KREME DOUGHNUTS INC in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's KRISPY KREME DOUGHNUTS INC position peaked at $0 in Q1 2015.
  • 165 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.