WAS
K

WESPAC Advisors SoCal’s Kellanova K Stock Holding History

WESPAC Advisors SoCal’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
2016
Q4 		– Sell
-320
Closed -$23.2K – 272
2016
Q3 		$23.2K Hold
320
– – 0.02% 142
2016
Q2 		$24.5K Hold
320
– – 0.02% 146
2016
Q1 		$23K Hold
320
– – 0.02% 146
2015
Q4 		$21K Buy
+320
New +$20.9K 0.01% 153

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 $27.4B AUM 24.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WESPAC Advisors SoCal's K Position: Q4 2016 in Review

WESPAC Advisors SoCal sold out of Kellanova (K) in Q4 2016, closing a stake of 320 shares — an estimated $23.2K sold.

WESPAC Advisors SoCal first reported a position in K in Q4 2015 and held it in 4 quarters. The position peaked at $24.5K in Q2 2016. 723 funds tracked by Wall St. Rank hold K as of Q4 2016.

  • WESPAC Advisors SoCal reported no remaining Kellanova position as of Q4 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 320 Kellanova shares in Q4 2016, an estimated $23.2K.
  • WESPAC Advisors SoCal first reported a position in Kellanova in Q4 2015 and held it in 4 quarters.
  • WESPAC Advisors SoCal's Kellanova position peaked at $24.5K in Q2 2016.
  • 723 funds tracked by Wall St. Rank held Kellanova as of Q4 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2016, filed 13 Feb 2017.