EWM
K

Executive Wealth Management’s Kellanova K Stock Holding History

Executive 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
-1,045
Closed -$53K – 483
2019
Q2 		$53K Buy
1,045
+72
+7% +$3.82K 0.01% 283
2019
Q1 		$52K Sell
973
-670
-41% -$35.8K 0.01% 264
2018
Q4 		$88K Buy
+1,643
New +$99.2K 0.02% 213

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 $27.4B AUM 24.17% 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

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

Executive Wealth Management sold out of Kellanova (K) in Q3 2019, closing a stake of 1,045 shares — an estimated $53K sold.

Executive Wealth Management first reported a position in K in Q4 2018 and held it in 3 quarters. The position peaked at $88K in Q4 2018. 715 funds tracked by Wall St. Rank hold K as of Q3 2019.

  • Executive Wealth Management reported no remaining Kellanova position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,045 Kellanova shares in Q3 2019, an estimated $53K.
  • Executive Wealth Management first reported a position in Kellanova in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Kellanova position peaked at $88K in Q4 2018.
  • 715 funds tracked by Wall St. Rank held Kellanova as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.