PWM
K

PRW Wealth Management’s Kellanova K Stock Holding History

PRW 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
2019
Q2 		– Sell
-21
Closed -$1K – 371
2019
Q1 		$1K Sell
21
-11
-34% -$587 ﹤0.01% 600
2018
Q4 		$2K Buy
+32
New +$1.93K ﹤0.01% 510

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

PRW Wealth Management's K Position: Q2 2019 in Review

PRW Wealth Management sold out of Kellanova (K) in Q2 2019, closing a stake of 21 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in K in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 691 funds tracked by Wall St. Rank hold K as of Q2 2019.

  • PRW Wealth Management reported no remaining Kellanova position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 21 Kellanova shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Kellanova in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Kellanova position peaked at $2K in Q4 2018.
  • 691 funds tracked by Wall St. Rank held Kellanova as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.