YWP
K

YorkBridge Wealth Partners’s Kellanova K Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-1,345
Closed -$68K – 429
2019
Q2 		$68K Buy
1,345
+7
+0.5% +$372 0.03% 340
2019
Q1 		$72K Sell
1,338
-170
-11% -$9.08K 0.03% 324
2018
Q4 		$81K Hold
1,508
– – 0.04% 276
2018
Q3 		$99K Hold
1,508
– – 0.05% 285
2018
Q2 		$99K Hold
1,508
– – 0.04% 293
2018
Q1 		$89K Hold
1,508
– – 0.04% 306
2017
Q4 		$91K Buy
+1,508
New +$90.8K 0.04% 304

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's K Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Kellanova (K) in Q3 2019, closing a stake of 1,345 shares — an estimated $68K sold.

YorkBridge Wealth Partners first reported a position in K in Q4 2017 and held it in 7 quarters. The position peaked at $99K in Q3 2018. 716 funds tracked by Wall St. Rank hold K as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Kellanova position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,345 Kellanova shares in Q3 2019, an estimated $68K.
  • YorkBridge Wealth Partners first reported a position in Kellanova in Q4 2017 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Kellanova position peaked at $99K in Q3 2018.
  • 716 funds tracked by Wall St. Rank held Kellanova as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.