AWM
K

Aevitas Wealth Management’s Kellanova K Stock Holding History

Aevitas Wealth Management’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
2019
Q2 		– Sell
-320
Closed -$17K – 219
2019
Q1 		$17K Hold
320
– – 0.02% 270
2018
Q4 		$17K Hold
320
– – 0.02% 258
2018
Q3 		$21K Hold
320
– – 0.02% 284
2018
Q2 		$21K Hold
320
– – 0.02% 272
2018
Q1 		$20K Hold
320
– – 0.02% 255
2017
Q4 		$20K Buy
+320
New +$19.3K 0.02% 256

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aevitas Wealth Management's K Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Kellanova (K) in Q2 2019, closing a stake of 320 shares — an estimated $17K sold.

Aevitas Wealth Management first reported a position in K in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q3 2018. 691 funds tracked by Wall St. Rank hold K as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Kellanova position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 320 Kellanova shares in Q2 2019, an estimated $17K.
  • Aevitas Wealth Management first reported a position in Kellanova in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Kellanova position peaked at $21K in Q3 2018.
  • 691 funds tracked by Wall St. Rank held Kellanova as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.