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Wealthfront’s World Kinect Corp WKC Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-262
Closed -$9K – 1073
2015
Q3 		$9K Buy
262
+152
+138% +$6.33K ﹤0.01% 998
2015
Q2 		$5K Buy
110
+16
+17% +$837 ﹤0.01% 1061
2015
Q1 		$5K Buy
94
+93
+9,300% +$4.83K ﹤0.01% 807
2014
Q4 		$0 Buy
+1
New +$43 ﹤0.01% 1012

Other funds holding WKC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

Wealthfront's WKC Position: Q4 2015 in Review

Wealthfront sold out of World Kinect Corp (WKC) in Q4 2015, closing a stake of 262 shares — an estimated $9K sold.

Wealthfront first reported a position in WKC in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q3 2015. 261 funds tracked by Wall St. Rank hold WKC as of Q4 2015.

  • Wealthfront reported no remaining World Kinect Corp position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 262 World Kinect Corp shares in Q4 2015, an estimated $9K.
  • Wealthfront first reported a position in World Kinect Corp in Q4 2014 and held it in 4 quarters.
  • Wealthfront's World Kinect Corp position peaked at $9K in Q3 2015.
  • 261 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.