DWM
K

Doyle Wealth Management’s Kellanova K Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-228
Closed -$11K – 491
2019
Q2 		$11K Buy
+228
New +$12.1K ﹤0.01% 613
2019
Q1 		– Sell
-228
Closed -$12K – 473
2018
Q4 		$12K Buy
+228
New +$13.8K ﹤0.01% 595

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Doyle Wealth Management's K Position: Q3 2019 in Review

Doyle Wealth Management sold out of Kellanova (K) in Q3 2019, closing a stake of 228 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in K in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2018. 716 funds tracked by Wall St. Rank hold K as of Q3 2019.

  • Doyle Wealth Management reported no remaining Kellanova position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 228 Kellanova shares in Q3 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in Kellanova in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Kellanova position peaked at $12K in Q4 2018.
  • 716 funds tracked by Wall St. Rank held Kellanova as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.