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BigSur Wealth Management’s Kraft Heinz KHC Stock Holding History

BigSur 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
-3,293
Closed -$256K – 111
2017
Q4 		$256K Hold
3,293
– – 0.25% 76
2017
Q3 		$255K Hold
3,293
– – 0.26% 77
2017
Q2 		$287K Hold
3,293
– – 0.29% 68
2017
Q1 		$294K Sell
3,293
-200
-6% -$18K 0.32% 64
2016
Q4 		$305K Buy
+3,493
New +$299K 0.41% 57

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 $3.37T AUM 44.26% 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

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

BigSur Wealth Management sold out of Kraft Heinz (KHC) in Q1 2018, closing a stake of 3,293 shares — an estimated $256K sold.

BigSur Wealth Management first reported a position in KHC in Q4 2016 and held it in 5 quarters. The position peaked at $305K in Q4 2016. 1,152 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • BigSur Wealth Management reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
  • BigSur Wealth Management sold 3,293 Kraft Heinz shares in Q1 2018, an estimated $256K.
  • BigSur Wealth Management first reported a position in Kraft Heinz in Q4 2016 and held it in 5 quarters.
  • BigSur Wealth Management's Kraft Heinz position peaked at $305K in Q4 2016.
  • 1,152 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on BigSur Wealth Management's 13F filing for Q1 2018, filed 3 May 2018.