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WESPAC Advisors SoCal’s World Kinect Corp WKC Stock Holding History

WESPAC Advisors SoCal’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
-2,400
Closed -$81K – 291
2017
Q3 		$81K Hold
2,400
– – 0.05% 110
2017
Q2 		$92K Buy
+2,400
New +$87.8K 0.06% 104

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

WESPAC Advisors SoCal's WKC Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of World Kinect Corp (WKC) in Q4 2017, closing a stake of 2,400 shares — an estimated $81K sold.

WESPAC Advisors SoCal first reported a position in WKC in Q2 2017 and held it in 2 quarters. The position peaked at $92K in Q2 2017. 245 funds tracked by Wall St. Rank hold WKC as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining World Kinect Corp position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 2,400 World Kinect Corp shares in Q4 2017, an estimated $81K.
  • WESPAC Advisors SoCal first reported a position in World Kinect Corp in Q2 2017 and held it in 2 quarters.
  • WESPAC Advisors SoCal's World Kinect Corp position peaked at $92K in Q2 2017.
  • 245 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.