AFWA
K

Ancora Family Wealth Advisors’s Kellanova K Stock Holding History

Ancora Family Wealth Advisors’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
Q3 		$284K Hold
3,904
– – 0.1% 173
2016
Q2 		$299K Hold
3,904
– – 0.11% 148
2016
Q1 		$281K Sell
3,904
-21
-0.5% -$1.45K 0.11% 150
2015
Q4 		$266K Buy
+3,925
New +$256K 0.11% 155

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ancora Family Wealth Advisors's K Position: Q3 2016 in Review

Ancora Family Wealth Advisors held its Kellanova (K) position steady in Q3 2016 at 3,904 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #173.

Ancora Family Wealth Advisors first reported a position in K in Q4 2015 and has held it in 4 quarters since. The position peaked at $299K in Q2 2016. 717 funds tracked by Wall St. Rank hold K as of Q3 2016.

  • Ancora Family Wealth Advisors held 3,904 shares of Kellanova worth $284K as of Q3 2016.
  • Ancora Family Wealth Advisors left its Kellanova share count unchanged in Q3 2016.
  • Kellanova made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #173 holding.
  • Ancora Family Wealth Advisors first reported a position in Kellanova in Q4 2015 and has held it in 4 quarters since.
  • Ancora Family Wealth Advisors's Kellanova position peaked at $299K in Q2 2016.
  • 717 funds tracked by Wall St. Rank held Kellanova as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.