Alpha Cubed Investments’s Kraft Heinz KHC Stock Holding History

Alpha Cubed Investments’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 Q2	–	Sell	-5,685	Closed	-$354K	–	230
2018 Q1	$354K	Sell	5,685 -189	-3%	-$13.5K	0.05%	157
2017 Q4	$457K	Buy	+5,874	New	+$461K	0.06%	146
2017 Q3	–	Sell	-22,755	Closed	-$1.95M	–	236
2017 Q2	$1.95M	Buy	22,755 +6,541	+40%	+$593K	0.33%	55
2017 Q1	$1.47M	Buy	16,214 +12,809	+376%	+$1.15M	0.3%	55
2016 Q4	$297K	Buy	+3,405	New	+$291K	0.07%	151

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Alpha Cubed Investments's KHC Position: Q2 2018 in Review

Alpha Cubed Investments sold out of Kraft Heinz (KHC) in Q2 2018, closing a stake of 5,685 shares — an estimated $354K sold.

Alpha Cubed Investments first reported a position in KHC in Q4 2016 and held it in 5 quarters. The position peaked at $1.95M in Q2 2017. 1,177 funds tracked by Wall St. Rank hold KHC as of Q2 2018.

Alpha Cubed Investments reported no remaining Kraft Heinz position as of Q2 2018 after selling out during the quarter.
Alpha Cubed Investments sold 5,685 Kraft Heinz shares in Q2 2018, an estimated $354K.
Alpha Cubed Investments first reported a position in Kraft Heinz in Q4 2016 and held it in 5 quarters.
Alpha Cubed Investments's Kraft Heinz position peaked at $1.95M in Q2 2017.
1,177 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2018.

Based on Alpha Cubed Investments's 13F filing for Q2 2018, filed 26 Jul 2018.