Forvis Mazars Wealth Advisors’s Kellanova K Stock Holding History

Forvis Mazars Wealth 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 Q4	–	Sell	-3,376	Closed	-$222K	–	235
2018 Q3	$222K	Buy	+3,376	New	+$227K	0.02%	216
2017 Q4	–	Sell	-4,346	Closed	-$255K	–	243
2017 Q3	$255K	Buy	4,346 +165	+4%	+$10.4K	0.03%	201
2017 Q2	$273K	Buy	+4,181	New	+$281K	0.03%	196

Other funds holding K

WKKFT

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Forvis Mazars Wealth Advisors's K Position: Q4 2018 in Review

Forvis Mazars Wealth Advisors sold out of Kellanova (K) in Q4 2018, closing a stake of 3,376 shares — an estimated $222K sold.

Forvis Mazars Wealth Advisors first reported a position in K in Q2 2017 and held it in 3 quarters. The position peaked at $273K in Q2 2017. 727 funds tracked by Wall St. Rank hold K as of Q4 2018.

Forvis Mazars Wealth Advisors reported no remaining Kellanova position as of Q4 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 3,376 Kellanova shares in Q4 2018, an estimated $222K.
Forvis Mazars Wealth Advisors first reported a position in Kellanova in Q2 2017 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's Kellanova position peaked at $273K in Q2 2017.
727 funds tracked by Wall St. Rank held Kellanova as of Q4 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.