Bernicke Wealth Management’s Kraft Heinz 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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bernicke Wealth Management sold out of Kraft Heinz (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. 1,150 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

Bernicke Wealth Management reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
Bernicke Wealth Management sold 6,073 Kraft Heinz shares in Q1 2018, an estimated $472K.
Bernicke Wealth Management first reported a position in Kraft Heinz in Q1 2017 and held it in 4 quarters.
Bernicke Wealth Management's Kraft Heinz position peaked at $472K in Q4 2017.
1,150 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

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