Aviance Capital Partners’s The Kraft Heinz Company 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 $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

MAM

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Aviance Capital Partners sold out of The Kraft Heinz Company (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. 1,127 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

Aviance Capital Partners reported no remaining The Kraft Heinz Company position as of Q4 2018 after selling out during the quarter.
Aviance Capital Partners sold 4,125 The Kraft Heinz Company shares in Q4 2018, an estimated $227K.
Aviance Capital Partners first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 13 quarters.
Aviance Capital Partners's The Kraft Heinz Company position peaked at $404K in Q1 2017.
1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2018.

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