Asset Planning Services (Pennsylvania)’s The Kraft Heinz Company 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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania) sold out of The Kraft Heinz Company (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 The Kraft Heinz Company position as of Q4 2017 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 61 The Kraft Heinz Company shares in Q4 2017, an estimated $5K.
Asset Planning Services (Pennsylvania) first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 9 quarters.
Asset Planning Services (Pennsylvania)'s The Kraft Heinz Company position peaked at $5K in Q3 2017.
1,226 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2017.

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