AWMS
K

Advocacy Wealth Management Services’s Kellanova K Stock Holding History

Advocacy Wealth Management Services’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-115
Closed -$8K – 427
2016
Q1 		$8K Hold
115
– – 0.01% 374
2015
Q4 		$8K Buy
+115
New +$7.51K 0.01% 379
2013
Q3 		$6K Hold
116
– – 0.02% 243
2013
Q2 		$7K Buy
+116
New +$6.99K 0.03% 194

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Advocacy Wealth Management Services's K Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Kellanova (K) in Q2 2016, closing a stake of 115 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in K in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q1 2016. 726 funds tracked by Wall St. Rank hold K as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Kellanova position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 115 Kellanova shares in Q2 2016, an estimated $8K.
  • Advocacy Wealth Management Services first reported a position in Kellanova in Q2 2013 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Kellanova position peaked at $8K in Q1 2016.
  • 726 funds tracked by Wall St. Rank held Kellanova as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.