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Apriem Advisors’s Kraft Heinz KHC Stock Holding History

Apriem 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
-1,813
Closed -$114K – 264
2018
Q2 		$114K Buy
+1,813
New +$108K 0.03% 162
2017
Q2 		– Sell
-1,477
Closed -$134K – 349
2017
Q1 		$134K Sell
1,477
-23
-2% -$2.07K 0.04% 151
2016
Q4 		$131K Buy
1,500
+77
+5% +$6.59K 0.04% 144
2016
Q3 		$127K Hold
1,423
– – 0.04% 143
2016
Q2 		$126K Hold
1,423
– – 0.04% 147
2016
Q1 		$112K Buy
1,423
+150
+12% +$11.2K 0.04% 137
2015
Q4 		$93K Buy
1,273
+200
+19% +$14.8K 0.03% 143
2015
Q3 		$76K Buy
+1,073
New +$81K 0.03% 161

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Apriem Advisors's KHC Position: Q3 2018 in Review

Apriem Advisors sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 1,813 shares — an estimated $114K sold.

Apriem Advisors first reported a position in KHC in Q3 2015 and held it in 8 quarters. The position peaked at $134K in Q1 2017. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

  • Apriem Advisors reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 1,813 Kraft Heinz shares in Q3 2018, an estimated $114K.
  • Apriem Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 8 quarters.
  • Apriem Advisors's Kraft Heinz position peaked at $134K in Q1 2017.
  • 1,156 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.