W
K

Wealthfront’s Kellanova K Stock Holding History

Wealthfront’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
2018
Q3 		$987K Buy
15,018
+2,619
+21% +$176K 0.01% 258
2018
Q2 		$813K Buy
+12,399
New +$738K 0.01% 291
2017
Q3 		– Sell
-4,367
Closed -$285K – 508
2017
Q2 		$285K Sell
4,367
-1,036
-19% -$69.7K ﹤0.01% 388
2017
Q1 		$368K Sell
5,403
-65
-1% -$4.49K 0.01% 291
2016
Q4 		$378K Sell
5,468
-212
-4% -$14.7K 0.01% 250
2016
Q3 		$413K Buy
5,680
+177
+3% +$13.5K 0.01% 219
2016
Q2 		$422K Sell
5,503
-91
-2% -$6.53K 0.01% 195
2016
Q1 		$402K Buy
5,594
+532
+11% +$36.7K 0.01% 187
2015
Q4 		$343K Sell
5,062
-148
-3% -$9.67K 0.01% 194
2015
Q3 		$326K Buy
5,210
+2,526
+94% +$158K 0.01% 182
2015
Q2 		$158K Buy
2,684
+165
+7% +$9.86K 0.01% 312
2015
Q1 		$156K Buy
2,519
+808
+47% +$49.4K 0.01% 296
2014
Q4 		$105K Buy
1,711
+288
+20% +$17.3K 0.01% 342
2014
Q3 		$82K Sell
1,423
-89
-6% -$5.37K 0.01% 321
2014
Q2 		$94K Buy
1,512
+280
+23% +$17.5K 0.01% 236
2014
Q1 		$72K Buy
+1,232
New +$69.9K 0.01% 195

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 $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront's K Position: Q3 2018 in Review

Wealthfront increased its Kellanova (K) stake by 21% in Q3 2018, buying an estimated $176K and bringing the position to 15,018 shares worth $987K. The position accounts for 0.01% of the portfolio, ranked #258.

Wealthfront first reported a position in K in Q1 2014 and has held it in 16 quarters since. 743 funds tracked by Wall St. Rank hold K as of Q3 2018.

  • Wealthfront held 15,018 shares of Kellanova worth $987K as of Q3 2018.
  • Wealthfront bought 2,619 Kellanova shares in Q3 2018, an estimated $176K.
  • Kellanova made up 0.01% of Wealthfront's portfolio in Q3 2018, its #258 holding.
  • Wealthfront first reported a position in Kellanova in Q1 2014 and has held it in 16 quarters since.
  • 743 funds tracked by Wall St. Rank held Kellanova as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.