LFA
K

Legacy Financial Advisors’s Kellanova K Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-279
Closed -$15K – 525
2019
Q1 		$15K Buy
279
+49
+21% +$2.62K 0.01% 523
2018
Q4 		$12K Hold
230
– – ﹤0.01% 522
2018
Q3 		$15K Hold
230
– – 0.01% 425
2018
Q2 		$15K Hold
230
– – 0.01% 431
2018
Q1 		$13K Sell
230
-2,160
-90% -$136K 0.01% 428
2017
Q4 		$152K Buy
+2,390
New +$144K 0.06% 140

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Financial Advisors's K Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Kellanova (K) in Q2 2019, closing a stake of 279 shares — an estimated $15K sold.

Legacy Financial Advisors first reported a position in K in Q4 2017 and held it in 6 quarters. The position peaked at $152K in Q4 2017. 691 funds tracked by Wall St. Rank hold K as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Kellanova position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 279 Kellanova shares in Q2 2019, an estimated $15K.
  • Legacy Financial Advisors first reported a position in Kellanova in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Kellanova position peaked at $152K in Q4 2017.
  • 691 funds tracked by Wall St. Rank held Kellanova as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.