WCM
K

Wealthcare Capital Management’s Kellanova K Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-35
Closed -$2K – 458
2019
Q4 		$2K Buy
+35
New +$2.12K ﹤0.01% 488
2015
Q2 		– Sell
-174
Closed -$11K – 648
2015
Q1 		$11K Buy
+174
New +$10.6K ﹤0.01% 487

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthcare Capital Management's K Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Kellanova (K) in Q1 2020, closing a stake of 35 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in K in Q1 2015 and held it in 2 quarters. The position peaked at $11K in Q1 2015. 743 funds tracked by Wall St. Rank hold K as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Kellanova position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 35 Kellanova shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Kellanova in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Kellanova position peaked at $11K in Q1 2015.
  • 743 funds tracked by Wall St. Rank held Kellanova as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.