PIM
K

Parasol Investment Management’s Kellanova K Stock Holding History

Parasol Investment 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
Q1 		– Sell
-1,006
Closed -$70K – 119
2016
Q4 		$70K Sell
1,006
-245
-20% -$17K 0.07% 89
2016
Q3 		$91K Hold
1,251
– – 0.09% 78
2016
Q2 		$96K Hold
1,251
– – 0.1% 79
2016
Q1 		$90K Hold
1,251
– – 0.09% 70
2015
Q4 		$85K Sell
1,251
-107
-8% -$6.99K 0.08% 71
2015
Q3 		$85K Sell
1,358
-1,001
-42% -$62.4K 0.08% 71
2015
Q2 		$139K Buy
2,359
+580
+33% +$34.7K 0.09% 72
2015
Q1 		$110K Hold
1,779
– – 0.07% 77
2014
Q4 		$109K Buy
+1,779
New +$107K 0.08% 77

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parasol Investment Management's K Position: Q1 2017 in Review

Parasol Investment Management sold out of Kellanova (K) in Q1 2017, closing a stake of 1,006 shares — an estimated $70K sold.

Parasol Investment Management first reported a position in K in Q4 2014 and held it in 9 quarters. The position peaked at $139K in Q2 2015. 711 funds tracked by Wall St. Rank hold K as of Q1 2017.

  • Parasol Investment Management reported no remaining Kellanova position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 1,006 Kellanova shares in Q1 2017, an estimated $70K.
  • Parasol Investment Management first reported a position in Kellanova in Q4 2014 and held it in 9 quarters.
  • Parasol Investment Management's Kellanova position peaked at $139K in Q2 2015.
  • 711 funds tracked by Wall St. Rank held Kellanova as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.