Burt Wealth Advisors’s Kellanova K Stock Holding History

Burt 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
2015 Q1	–	Sell	-94	Closed	-$6K	–	360
2014 Q4	$6K	Buy	+94	New	+$5.64K	0.01%	267

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 Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Burt Wealth Advisors's K Position: Q1 2015 in Review

Burt Wealth Advisors sold out of Kellanova (K) in Q1 2015, closing a stake of 94 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in K in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 640 funds tracked by Wall St. Rank hold K as of Q1 2015.

Burt Wealth Advisors reported no remaining Kellanova position as of Q1 2015 after selling out during the quarter.
Burt Wealth Advisors sold 94 Kellanova shares in Q1 2015, an estimated $6K.
Burt Wealth Advisors first reported a position in Kellanova in Q4 2014 and held it in 1 quarter.
Burt Wealth Advisors's Kellanova position peaked at $6K in Q4 2014.
640 funds tracked by Wall St. Rank held Kellanova as of Q1 2015.

Based on Burt Wealth Advisors's 13F filing for Q1 2015, filed 1 May 2015.