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Bernicke Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Bernicke Wealth Management’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
Q1 		– Sell
-6,073
Closed -$472K – 51
2017
Q4 		$472K Buy
6,073
+503
+9% +$39.5K 0.36% 47
2017
Q3 		$432K Buy
5,570
+910
+20% +$76.1K 0.34% 46
2017
Q2 		$399K Buy
4,660
+1,780
+62% +$161K 0.32% 45
2017
Q1 		$262K Buy
+2,880
New +$260K 0.22% 51

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bernicke Wealth Management's KHC Position: Q1 2018 in Review

Bernicke Wealth Management sold out of The Kraft Heinz Company (KHC) in Q1 2018, closing a stake of 6,073 shares — an estimated $472K sold.

Bernicke Wealth Management first reported a position in KHC in Q1 2017 and held it in 4 quarters. The position peaked at $472K in Q4 2017. 1,152 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • Bernicke Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2018 after selling out during the quarter.
  • Bernicke Wealth Management sold 6,073 The Kraft Heinz Company shares in Q1 2018, an estimated $472K.
  • Bernicke Wealth Management first reported a position in The Kraft Heinz Company in Q1 2017 and held it in 4 quarters.
  • Bernicke Wealth Management's The Kraft Heinz Company position peaked at $472K in Q4 2017.
  • 1,152 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2018.

Based on Bernicke Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.