GWM
K

Gupta Wealth Management’s Kellanova K Stock Holding History

Gupta 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
2016
Q1 		$14K Sell
197
-30
-13% -$2.07K ﹤0.01% 776
2015
Q4 		$15K Hold
227
– – ﹤0.01% 767
2015
Q3 		$14K Hold
227
– – ﹤0.01% 810
2015
Q2 		$13K Hold
227
– – ﹤0.01% 840
2015
Q1 		$14K Buy
+227
New +$13.9K ﹤0.01% 687

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $146B AUM 55.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gupta Wealth Management's K Position: Q1 2016 in Review

Gupta Wealth Management reduced its Kellanova (K) stake by 13% in Q1 2016, selling an estimated $2.07K and leaving 197 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Gupta Wealth Management first reported a position in K in Q1 2015 and has held it in 5 quarters since. The position peaked at $15K in Q4 2015. 712 funds tracked by Wall St. Rank hold K as of Q1 2016.

  • Gupta Wealth Management held 197 shares of Kellanova worth $14K as of Q1 2016.
  • Gupta Wealth Management sold 30 Kellanova shares in Q1 2016, an estimated $2.07K.
  • Kellanova made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #776 holding.
  • Gupta Wealth Management first reported a position in Kellanova in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Kellanova position peaked at $15K in Q4 2015.
  • 712 funds tracked by Wall St. Rank held Kellanova as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.