KJWM
K

Kiley Juergens Wealth Management’s Kellanova K Stock Holding History

Kiley Juergens 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
Q4 		– Sell
-2,265
Closed -$148K – 363
2018
Q3 		$148K Buy
2,265
+828
+58% +$55.8K 0.11% 121
2018
Q2 		$94K Buy
+1,437
New +$85.5K 0.08% 142
2018
Q1 		– Sell
-869
Closed -$55K – 361
2017
Q4 		$55K Buy
+869
New +$52.3K 0.05% 191

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 $30.4B AUM 27.51% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Kiley Juergens Wealth Management's K Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Kellanova (K) in Q4 2018, closing a stake of 2,265 shares — an estimated $148K sold.

Kiley Juergens Wealth Management first reported a position in K in Q4 2017 and held it in 3 quarters. The position peaked at $148K in Q3 2018. 727 funds tracked by Wall St. Rank hold K as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Kellanova position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 2,265 Kellanova shares in Q4 2018, an estimated $148K.
  • Kiley Juergens Wealth Management first reported a position in Kellanova in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Kellanova position peaked at $148K in Q3 2018.
  • 727 funds tracked by Wall St. Rank held Kellanova as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.