CPIG
K

Chicago Partners Investment Group’s Kellanova K Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-2
Closed – – 638
2018
Q3 		$0 Hold
2
– – ﹤0.01% 1077
2018
Q2 		$0 Buy
+2
New +$119 ﹤0.01% 975
2015
Q2 		– Sell
-108
Closed -$7K – 470
2015
Q1 		$7K Buy
108
+1
+0.9% +$61 ﹤0.01% 391
2014
Q4 		$7K Buy
+107
New +$6.42K ﹤0.01% 407

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 $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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Chicago Partners Investment Group's K Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Kellanova (K) in Q4 2018, closing a stake of 2 shares.

Chicago Partners Investment Group first reported a position in K in Q4 2014 and held it in 4 quarters. The position peaked at $7K in Q1 2015. 727 funds tracked by Wall St. Rank hold K as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Kellanova position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 2 Kellanova shares in Q4 2018.
  • Chicago Partners Investment Group first reported a position in Kellanova in Q4 2014 and held it in 4 quarters.
  • Chicago Partners Investment Group's Kellanova position peaked at $7K in Q1 2015.
  • 727 funds tracked by Wall St. Rank held Kellanova as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.