Acorn Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Acorn Wealth Advisors’s Portfolio KHC Stock Details KHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-791	Closed	-$49K	–	295
2018 Q2	$49K	Sell	791 -37	-4%	-$2.2K	0.04%	276
2018 Q1	$47K	Sell	828 -73	-8%	-$5.23K	0.04%	281
2017 Q4	$71K	Buy	+901	New	+$70.8K	0.06%	209

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Acorn Wealth Advisors's KHC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 791 shares — an estimated $49K sold.

Acorn Wealth Advisors first reported a position in KHC in Q4 2017 and held it in 3 quarters. The position peaked at $71K in Q4 2017. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

Acorn Wealth Advisors reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 791 Kraft Heinz shares in Q3 2018, an estimated $49K.
Acorn Wealth Advisors first reported a position in Kraft Heinz in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Kraft Heinz position peaked at $71K in Q4 2017.
1,156 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.