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Ballew Advisors’s The Kraft Heinz Company KHC Stock Holding History

Ballew 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
Q4 		– Sell
-309
Closed -$17K – 290
2018
Q3 		$17K Buy
309
+2
+0.7% +$120 0.02% 251
2018
Q2 		$19K Sell
307
-53
-15% -$3.15K 0.02% 248
2018
Q1 		$22K Buy
+360
New +$25.8K 0.02% 232

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ballew Advisors's KHC Position: Q4 2018 in Review

Ballew Advisors sold out of The Kraft Heinz Company (KHC) in Q4 2018, closing a stake of 309 shares — an estimated $17K sold.

Ballew Advisors first reported a position in KHC in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q1 2018. 1,127 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

  • Ballew Advisors reported no remaining The Kraft Heinz Company position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 309 The Kraft Heinz Company shares in Q4 2018, an estimated $17K.
  • Ballew Advisors first reported a position in The Kraft Heinz Company in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's The Kraft Heinz Company position peaked at $22K in Q1 2018.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.