Winch Advisory Services’s Kellanova K Stock Holding History

Winch Advisory Services’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	-144	Closed	-$10K	–	278
2016 Q3	$10K	Hold	144	–	–	0.01%	155
2016 Q2	$11K	Hold	144	–	–	0.01%	140
2016 Q1	$10K	Buy	+144	New	+$9.94K	0.02%	122
2014 Q4	–	Sell	-17,642	Closed	-$1.02M	–	112
2014 Q3	$1.02M	Buy	+17,642	New	+$1.06M	0.65%	38

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winch Advisory Services's K Position: Q4 2016 in Review

Winch Advisory Services sold out of Kellanova (K) in Q4 2016, closing a stake of 144 shares — an estimated $10K sold.

Winch Advisory Services first reported a position in K in Q3 2014 and held it in 4 quarters. The position peaked at $1.02M in Q3 2014. 723 funds tracked by Wall St. Rank hold K as of Q4 2016.

Winch Advisory Services reported no remaining Kellanova position as of Q4 2016 after selling out during the quarter.
Winch Advisory Services sold 144 Kellanova shares in Q4 2016, an estimated $10K.
Winch Advisory Services first reported a position in Kellanova in Q3 2014 and held it in 4 quarters.
Winch Advisory Services's Kellanova position peaked at $1.02M in Q3 2014.
723 funds tracked by Wall St. Rank held Kellanova as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.