Bridgewater Wealth & Financial Management’s Kraft Heinz KHC Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q2	–	Sell	-3,069	Closed	-$279K	–	118
2017 Q1	$279K	Sell	3,069 -84,131	-96%	-$7.58M	0.1%	85
2016 Q4	$7.61M	Sell	87,200 -2,848	-3%	-$244K	2.88%	10
2016 Q3	$8.06M	Sell	90,048 -3,430	-4%	-$303K	2.97%	8
2016 Q2	$8.27M	Sell	93,478 -624	-0.7%	-$51.3K	2.98%	9
2016 Q1	$7.39M	Buy	94,102 +156	+0.2%	+$11.7K	2.69%	14
2015 Q4	$6.84M	Buy	93,946 +3,508	+4%	+$259K	2.65%	17
2015 Q3	$6.38M	Buy	+90,438	New	+$6.83M	2.64%	14

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bridgewater Wealth & Financial Management's KHC Position: Q2 2017 in Review

Bridgewater Wealth & Financial Management sold out of Kraft Heinz (KHC) in Q2 2017, closing a stake of 3,069 shares — an estimated $279K sold.

Bridgewater Wealth & Financial Management first reported a position in KHC in Q3 2015 and held it in 7 quarters. The position peaked at $8.27M in Q2 2016. 1,203 funds tracked by Wall St. Rank hold KHC as of Q2 2017.

Bridgewater Wealth & Financial Management reported no remaining Kraft Heinz position as of Q2 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 3,069 Kraft Heinz shares in Q2 2017, an estimated $279K.
Bridgewater Wealth & Financial Management first reported a position in Kraft Heinz in Q3 2015 and held it in 7 quarters.
Bridgewater Wealth & Financial Management's Kraft Heinz position peaked at $8.27M in Q2 2016.
1,203 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q2 2017, filed 3 Aug 2017.