PWAG
K

Polaris Wealth Advisory Group’s Kellanova K Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-448,654
Closed -$26.1M – 167
2019
Q3 		$26.1M Buy
+448,654
New +$25.6M 2.13% 17

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polaris Wealth Advisory Group's K Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of Kellanova (K) in Q4 2019, closing a stake of 448,654 shares — an estimated $26.1M sold.

Polaris Wealth Advisory Group first reported a position in K in Q3 2019 and held it in 1 quarter. The position peaked at $26.1M in Q3 2019. 779 funds tracked by Wall St. Rank hold K as of Q4 2019.

  • Polaris Wealth Advisory Group reported no remaining Kellanova position as of Q4 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 448,654 Kellanova shares in Q4 2019, an estimated $26.1M.
  • Polaris Wealth Advisory Group first reported a position in Kellanova in Q3 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Kellanova position peaked at $26.1M in Q3 2019.
  • 779 funds tracked by Wall St. Rank held Kellanova as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.