BigSur Wealth Management’s The Kraft Heinz Company 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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 The Kraft Heinz Company (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 The Kraft Heinz Company position as of Q1 2018 after selling out during the quarter.
BigSur Wealth Management sold 3,293 The Kraft Heinz Company shares in Q1 2018, an estimated $256K.
BigSur Wealth Management first reported a position in The Kraft Heinz Company in Q4 2016 and held it in 5 quarters.
BigSur Wealth Management's The Kraft Heinz Company position peaked at $305K in Q4 2016.
1,152 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2018.

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