Cypress Wealth Services’s Kellanova K Stock Holding History

Cypress 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
2020 Q3	–	Sell	-22,157	Closed	-$1.37M	–	392
2020 Q2	$1.37M	Hold	22,157	–	–	0.33%	74
2020 Q1	$1.25M	Hold	22,157	–	–	0.37%	73
2019 Q4	$1.44M	Hold	22,157	–	–	0.36%	82
2019 Q3	$1.34M	Hold	22,157	–	–	0.37%	83
2019 Q2	$1.11M	Hold	22,157	–	–	0.32%	90
2019 Q1	$1.19M	Hold	22,157	–	–	0.38%	81
2018 Q4	$1.19M	Hold	22,157	–	–	0.47%	66
2018 Q3	$1.46M	Hold	22,157	–	–	0.52%	57
2018 Q2	$1.45M	Sell	22,157 -196	-0.9%	-$11.7K	0.55%	54
2018 Q1	$1.36M	Hold	22,353	–	–	0.58%	51
2017 Q4	$1.43M	Buy	+22,353	New	+$1.35M	0.59%	50

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Wealth Services's K Position: Q3 2020 in Review

Cypress Wealth Services sold out of Kellanova (K) in Q3 2020, closing a stake of 22,157 shares — an estimated $1.37M sold.

Cypress Wealth Services first reported a position in K in Q4 2017 and held it in 11 quarters. The position peaked at $1.46M in Q3 2018. 763 funds tracked by Wall St. Rank hold K as of Q3 2020.

Cypress Wealth Services reported no remaining Kellanova position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 22,157 Kellanova shares in Q3 2020, an estimated $1.37M.
Cypress Wealth Services first reported a position in Kellanova in Q4 2017 and held it in 11 quarters.
Cypress Wealth Services's Kellanova position peaked at $1.46M in Q3 2018.
763 funds tracked by Wall St. Rank held Kellanova as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.