GSC
K

Ground Swell Capital’s Kellanova K Stock Holding History

Ground Swell Capital’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
2014
Q3 		$27K Buy
460
+153
+50% +$9.23K 0.05% 403
2014
Q2 		$19K Buy
+307
New +$19.2K 0.04% 428

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ground Swell Capital's K Position: Q3 2014 in Review

Ground Swell Capital increased its Kellanova (K) stake by 50% in Q3 2014, buying an estimated $9.23K and bringing the position to 460 shares worth $27K. The position accounts for 0.05% of the portfolio, ranked #403.

Ground Swell Capital first reported a position in K in Q2 2014 and has held it in 2 quarters since. 647 funds tracked by Wall St. Rank hold K as of Q3 2014.

  • Ground Swell Capital held 460 shares of Kellanova worth $27K as of Q3 2014.
  • Ground Swell Capital bought 153 Kellanova shares in Q3 2014, an estimated $9.23K.
  • Kellanova made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #403 holding.
  • Ground Swell Capital first reported a position in Kellanova in Q2 2014 and has held it in 2 quarters since.
  • 647 funds tracked by Wall St. Rank held Kellanova as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.