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Bellwether Investment Group’s Kraft Heinz KHC Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-740
Closed -$67K – 344
2017
Q1 		$67K Sell
740
-1,377
-65% -$124K 0.18% 115
2016
Q4 		$185K Buy
+2,117
New +$181K 0.17% 142
2016
Q2 		$148K Buy
+1,670
New +$137K 0.16% 142

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bellwether Investment Group's KHC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Kraft Heinz (KHC) in Q2 2017, closing a stake of 740 shares — an estimated $67K sold.

Bellwether Investment Group first reported a position in KHC in Q2 2016 and held it in 3 quarters. The position peaked at $185K in Q4 2016. 1,203 funds tracked by Wall St. Rank hold KHC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Kraft Heinz position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 740 Kraft Heinz shares in Q2 2017, an estimated $67K.
  • Bellwether Investment Group first reported a position in Kraft Heinz in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Kraft Heinz position peaked at $185K in Q4 2016.
  • 1,203 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.