Westfield Capital Management
K

Westfield Capital Management’s Kellanova K Stock Holding History

Westfield 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
2017
Q3 		– Sell
-289,044
Closed -$18.9M – 268
2017
Q2 		$18.9M Sell
289,044
-314,057
-52% -$21.1M 0.16% 172
2017
Q1 		$41.1M Sell
603,101
-62,676
-9% -$4.33M 0.35% 98
2016
Q4 		$46.1M Sell
665,777
-294,046
-31% -$20.4M 0.4% 93
2016
Q3 		$69.8M Buy
959,823
+48,509
+5% +$3.71M 0.56% 64
2016
Q2 		$69.9M Buy
911,314
+439,961
+93% +$31.6M 0.58% 54
2016
Q1 		$33.9M Buy
+471,353
New +$32.5M 0.26% 124
2013
Q3 		– Sell
-19,660
Closed -$1.19M – 361
2013
Q2 		$1.19M Buy
+19,660
New +$1.19M 0.01% 280

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Westfield Capital Management's K Position: Q3 2017 in Review

Westfield Capital Management sold out of Kellanova (K) in Q3 2017, closing a stake of 289,044 shares — an estimated $18.9M sold.

Westfield Capital Management first reported a position in K in Q2 2013 and held it in 7 quarters. The position peaked at $69.9M in Q2 2016. 664 funds tracked by Wall St. Rank hold K as of Q3 2017.

  • Westfield Capital Management reported no remaining Kellanova position as of Q3 2017 after selling out during the quarter.
  • Westfield Capital Management sold 289,044 Kellanova shares in Q3 2017, an estimated $18.9M.
  • Westfield Capital Management first reported a position in Kellanova in Q2 2013 and held it in 7 quarters.
  • Westfield Capital Management's Kellanova position peaked at $69.9M in Q2 2016.
  • 664 funds tracked by Wall St. Rank held Kellanova as of Q3 2017.

Based on Westfield Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.