Ballew Advisors’s Kraft Heinz 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 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

Ballew Advisors's KHC Position: Q4 2018 in Review

Ballew Advisors sold out of Kraft Heinz (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. 1,126 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

Ballew Advisors reported no remaining Kraft Heinz position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 309 Kraft Heinz shares in Q4 2018, an estimated $17K.
Ballew Advisors first reported a position in Kraft Heinz in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Kraft Heinz position peaked at $22K in Q1 2018.
1,126 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2018.

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