LWM
K

Lenox Wealth Management’s Kellanova K Stock Holding History

Lenox 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
2017
Q4 		– Sell
-1,172
Closed -$68K – 494
2017
Q3 		$68K Hold
1,172
– – 0.02% 194
2017
Q2 		$76K Buy
+1,172
New +$78.8K 0.03% 175

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 $27.4B AUM 24.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lenox Wealth Management's K Position: Q4 2017 in Review

Lenox Wealth Management sold out of Kellanova (K) in Q4 2017, closing a stake of 1,172 shares — an estimated $68K sold.

Lenox Wealth Management first reported a position in K in Q2 2017 and held it in 2 quarters. The position peaked at $76K in Q2 2017. 709 funds tracked by Wall St. Rank hold K as of Q4 2017.

  • Lenox Wealth Management reported no remaining Kellanova position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 1,172 Kellanova shares in Q4 2017, an estimated $68K.
  • Lenox Wealth Management first reported a position in Kellanova in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's Kellanova position peaked at $76K in Q2 2017.
  • 709 funds tracked by Wall St. Rank held Kellanova as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.