Clear Perspective Advisors’s Kellanova K Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-29	Closed	-$2K	–	297
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	468
2018 Q1	$2K	Hold	29	–	–	﹤0.01%	458
2017 Q4	$2K	Hold	29	–	–	﹤0.01%	432
2017 Q3	$2K	Hold	29	–	–	﹤0.01%	432
2017 Q2	$2K	Hold	29	–	–	﹤0.01%	436
2017 Q1	$2K	Hold	29	–	–	﹤0.01%	384
2016 Q4	$2K	Buy	+29	New	+$2.02K	﹤0.01%	379

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 $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Perspective Advisors's K Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Kellanova (K) in Q3 2018, closing a stake of 29 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in K in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 743 funds tracked by Wall St. Rank hold K as of Q3 2018.

Clear Perspective Advisors reported no remaining Kellanova position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 29 Kellanova shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in Kellanova in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Kellanova position peaked at $2K in Q2 2018.
743 funds tracked by Wall St. Rank held Kellanova as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.