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Asset Planning Services (Pennsylvania)’s Kraft Heinz KHC Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-61
Closed -$5K – 289
2017
Q3 		$5K Hold
61
– – ﹤0.01% 262
2017
Q2 		$5K Buy
61
+1
+2% +$91 ﹤0.01% 261
2017
Q1 		$5K Hold
60
– – ﹤0.01% 256
2016
Q4 		$5K Buy
60
+1
+2% +$86 ﹤0.01% 236
2016
Q3 		$5K Hold
59
– – ﹤0.01% 227
2016
Q2 		$5K Buy
59
+1
+2% +$82 ﹤0.01% 235
2016
Q1 		$5K Hold
58
– – ﹤0.01% 225
2015
Q4 		$4K Buy
58
+1
+2% +$74 ﹤0.01% 205
2015
Q3 		$4K Buy
+57
New +$4.3K ﹤0.01% 201

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s KHC Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Kraft Heinz (KHC) in Q4 2017, closing a stake of 61 shares — an estimated $5K sold.

Asset Planning Services (Pennsylvania) first reported a position in KHC in Q3 2015 and held it in 9 quarters. The position peaked at $5K in Q3 2017. 1,226 funds tracked by Wall St. Rank hold KHC as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Kraft Heinz position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 61 Kraft Heinz shares in Q4 2017, an estimated $5K.
  • Asset Planning Services (Pennsylvania) first reported a position in Kraft Heinz in Q3 2015 and held it in 9 quarters.
  • Asset Planning Services (Pennsylvania)'s Kraft Heinz position peaked at $5K in Q3 2017.
  • 1,226 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.