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Ancora Family Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

Ancora Family 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
2016
Q3 		$543K Buy
6,066
+3,100
+105% +$274K 0.19% 126
2016
Q2 		$262K Buy
+2,966
New +$244K 0.1% 158

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Ancora Family Wealth Advisors's KHC Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its The Kraft Heinz Company (KHC) stake by 105% in Q3 2016, buying an estimated $274K and bringing the position to 6,066 shares worth $543K. The position accounts for 0.19% of the portfolio, ranked #126.

Ancora Family Wealth Advisors first reported a position in KHC in Q2 2016 and has held it in 2 quarters since. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2016.

  • Ancora Family Wealth Advisors held 6,066 shares of The Kraft Heinz Company worth $543K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 3,100 The Kraft Heinz Company shares in Q3 2016, an estimated $274K.
  • The Kraft Heinz Company made up 0.19% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #126 holding.
  • Ancora Family Wealth Advisors first reported a position in The Kraft Heinz Company in Q2 2016 and has held it in 2 quarters since.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.