EWM
K

Evercore Wealth Management’s Kellanova K Stock Holding History

Evercore 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
2018
Q1 		– Sell
-439
Closed -$28K – 585
2017
Q4 		$28K Sell
439
-226
-34% -$13.6K ﹤0.01% 663
2017
Q3 		$38K Hold
665
– – ﹤0.01% 609
2017
Q2 		$43K Hold
665
– – ﹤0.01% 599
2017
Q1 		$46K Sell
665
-22
-3% -$1.52K ﹤0.01% 612
2016
Q4 		$48K Buy
687
+20
+3% +$1.39K ﹤0.01% 615
2016
Q3 		$49K Buy
667
+60
+10% +$4.59K ﹤0.01% 603
2016
Q2 		$47K Sell
607
-140
-19% -$10K ﹤0.01% 592
2016
Q1 		$53K Hold
747
– – ﹤0.01% 555
2015
Q4 		$51K Sell
747
-1
-0.1% -$65 ﹤0.01% 593
2015
Q3 		$46K Sell
748
-168
-18% -$10.5K ﹤0.01% 595
2015
Q2 		$54K Buy
916
+101
+12% +$6.04K ﹤0.01% 623
2015
Q1 		$50K Buy
815
+522
+178% +$31.9K ﹤0.01% 627
2014
Q4 		$18K Sell
293
-1,251
-81% -$75.1K ﹤0.01% 678
2014
Q3 		$89K Hold
1,544
– – ﹤0.01% 530
2014
Q2 		$96K Sell
1,544
-293
-16% -$18.3K ﹤0.01% 517
2014
Q1 		$108K Hold
1,837
– – 0.01% 469
2013
Q4 		$106K Sell
1,837
-384
-17% -$22.1K 0.01% 447
2013
Q3 		$122K Buy
2,221
+92
+4% +$5.49K 0.01% 462
2013
Q2 		$130K Buy
+2,129
New +$128K 0.01% 453

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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Evercore Wealth Management's K Position: Q1 2018 in Review

Evercore Wealth Management sold out of Kellanova (K) in Q1 2018, closing a stake of 439 shares — an estimated $28K sold.

Evercore Wealth Management first reported a position in K in Q2 2013 and held it in 19 quarters. The position peaked at $130K in Q2 2013. 713 funds tracked by Wall St. Rank hold K as of Q1 2018.

  • Evercore Wealth Management reported no remaining Kellanova position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 439 Kellanova shares in Q1 2018, an estimated $28K.
  • Evercore Wealth Management first reported a position in Kellanova in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Kellanova position peaked at $130K in Q2 2013.
  • 713 funds tracked by Wall St. Rank held Kellanova as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.