Alera Investment Advisors’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-143
Closed -$5K 558
2019
Q1
$5K Sell
143
-353
-71% -$14.4K ﹤0.01% 632
2018
Q4
$21K Buy
+496
New +$25.7K 0.01% 272

Other funds holding KHC

Alera Investment Advisors's KHC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Kraft Heinz (KHC) in Q2 2019, closing a stake of 143 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in KHC in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q4 2018. 931 funds tracked by Wall St. Rank hold KHC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Kraft Heinz position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 143 Kraft Heinz shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Kraft Heinz in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Kraft Heinz position peaked at $21K in Q4 2018.
  • 931 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.