WP
K

WealthPLAN Partners’s Kellanova K Stock Holding History

WealthPLAN Partners’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 		– Sell
-3,196
Closed -$210K – 273
2018
Q2 		$210K Sell
3,196
-1,732
-35% -$103K 0.04% 240
2018
Q1 		$301K Buy
+4,928
New +$311K 0.07% 205
2015
Q4 		$5.43K Buy
+167
New +$10.9K ﹤0.01% 1314
2015
Q2 		– Sell
-35
Closed -$3K – 479
2015
Q1 		$3K Buy
+35
New +$2.14K ﹤0.01% 465

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 $6.73T AUM 46.02% 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 $717B AUM 35.42% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's K Position: Q3 2018 in Review

WealthPLAN Partners sold out of Kellanova (K) in Q3 2018, closing a stake of 3,196 shares — an estimated $210K sold.

WealthPLAN Partners first reported a position in K in Q1 2015 and held it in 4 quarters. The position peaked at $301K in Q1 2018. 742 funds tracked by Wall St. Rank hold K as of Q3 2018.

  • WealthPLAN Partners reported no remaining Kellanova position as of Q3 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 3,196 Kellanova shares in Q3 2018, an estimated $210K.
  • WealthPLAN Partners first reported a position in Kellanova in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Kellanova position peaked at $301K in Q1 2018.
  • 742 funds tracked by Wall St. Rank held Kellanova as of Q3 2018.

Based on WealthPLAN Partners's 13F filing for Q3 2018, filed 21 Nov 2018.