AWS
K

Aris Wealth Services’s Kellanova K Stock Holding History

Aris Wealth 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
2015
Q3 		– Sell
-240
Closed -$14K – 443
2015
Q2 		$14K Hold
240
– – 0.01% 341
2015
Q1 		$15K Buy
+240
New +$14.7K 0.01% 330

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 $27.4B AUM 24.17% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $127B AUM 32.55% 1-Year Est. Return

Aris Wealth Services's K Position: Q3 2015 in Review

Aris Wealth Services sold out of Kellanova (K) in Q3 2015, closing a stake of 240 shares — an estimated $14K sold.

Aris Wealth Services first reported a position in K in Q1 2015 and held it in 2 quarters. The position peaked at $15K in Q1 2015. 641 funds tracked by Wall St. Rank hold K as of Q3 2015.

  • Aris Wealth Services reported no remaining Kellanova position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 240 Kellanova shares in Q3 2015, an estimated $14K.
  • Aris Wealth Services first reported a position in Kellanova in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Kellanova position peaked at $15K in Q1 2015.
  • 641 funds tracked by Wall St. Rank held Kellanova as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.