RMR Wealth Builders’s Kellanova K Stock Holding History

RMR Wealth Builders’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
2020 Q3	–	Sell	-240	Closed	-$15K	–	349
2020 Q2	$15K	Buy	+240	New	+$14.5K	0.01%	324
2019 Q4	$31K	Buy	+471	New	+$28.5K	0.03%	272

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RMR Wealth Builders's K Position: Q3 2020 in Review

RMR Wealth Builders sold out of Kellanova (K) in Q3 2020, closing a stake of 240 shares — an estimated $15K sold.

RMR Wealth Builders first reported a position in K in Q4 2019 and held it in 2 quarters. The position peaked at $31K in Q4 2019. 763 funds tracked by Wall St. Rank hold K as of Q3 2020.

RMR Wealth Builders reported no remaining Kellanova position as of Q3 2020 after selling out during the quarter.
RMR Wealth Builders sold 240 Kellanova shares in Q3 2020, an estimated $15K.
RMR Wealth Builders first reported a position in Kellanova in Q4 2019 and held it in 2 quarters.
RMR Wealth Builders's Kellanova position peaked at $31K in Q4 2019.
763 funds tracked by Wall St. Rank held Kellanova as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.