Aviance Capital Partners’s Kraft Heinz KHC Stock Holding History

Aviance Capital Partners’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 Q4	–	Sell	-4,125	Closed	-$227K	–	214
2018 Q3	$227K	Hold	4,125	–	–	0.05%	203
2018 Q2	$259K	Sell	4,125 -450	-10%	-$26.7K	0.07%	203
2018 Q1	$284K	Hold	4,575	–	–	0.09%	196
2017 Q4	$356K	Hold	4,575	–	–	0.12%	185
2017 Q3	$355K	Hold	4,575	–	–	0.12%	173
2017 Q2	$392K	Buy	4,575 +125	+3%	+$11.3K	0.13%	173
2017 Q1	$404K	Sell	4,450 -27	-0.6%	-$2.43K	0.15%	164
2016 Q4	$391K	Buy	4,477 +27	+0.6%	+$2.31K	0.14%	149
2016 Q3	$398K	Hold	4,450	–	–	0.14%	141
2016 Q2	$394K	Sell	4,450 -646	-13%	-$53.1K	0.15%	141
2016 Q1	$400K	Hold	5,096	–	–	0.14%	141
2015 Q4	$371K	Buy	5,096 +478	+10%	+$35.3K	0.13%	147
2015 Q3	$349K	Buy	+4,618	New	+$349K	0.14%	145

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aviance Capital Partners's KHC Position: Q4 2018 in Review

Aviance Capital Partners sold out of Kraft Heinz (KHC) in Q4 2018, closing a stake of 4,125 shares — an estimated $227K sold.

Aviance Capital Partners first reported a position in KHC in Q3 2015 and held it in 13 quarters. The position peaked at $404K in Q1 2017. 1,126 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

Aviance Capital Partners reported no remaining Kraft Heinz position as of Q4 2018 after selling out during the quarter.
Aviance Capital Partners sold 4,125 Kraft Heinz shares in Q4 2018, an estimated $227K.
Aviance Capital Partners first reported a position in Kraft Heinz in Q3 2015 and held it in 13 quarters.
Aviance Capital Partners's Kraft Heinz position peaked at $404K in Q1 2017.
1,126 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2018.

Based on Aviance Capital Partners's 13F filing for Q4 2018, filed 11 Feb 2019.