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Bruderman Asset Management’s Kraft Heinz KHC Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-3,135
Closed -$102K – 348
2019
Q1 		$102K Sell
3,135
-26
-0.8% -$1.06K 0.02% 195
2018
Q4 		$136K Buy
3,161
+2,192
+226% +$114K 0.04% 142
2018
Q3 		$53K Sell
969
-32,846
-97% -$1.96M 0.01% 185
2018
Q2 		$2.12M Buy
33,815
+31,267
+1,227% +$1.86M 0.52% 57
2018
Q1 		$159K Sell
2,548
-205
-7% -$14.7K 0.04% 136
2017
Q4 		$214K Sell
2,753
-13
-0.5% -$1.02K 0.05% 116
2017
Q3 		$214K Buy
2,766
+6
+0.2% +$502 0.06% 116
2017
Q2 		$236K Buy
2,760
+5
+0.2% +$453 0.06% 109
2017
Q1 		$250K Sell
2,755
-4
-0.1% -$361 0.07% 103
2016
Q4 		$241K Buy
2,759
+10
+0.4% +$855 0.07% 101
2016
Q3 		$246K Buy
2,749
+1
+0% +$88 0.07% 109
2016
Q2 		$243K Sell
2,748
-84
-3% -$6.91K 0.08% 109
2016
Q1 		$223K Buy
2,832
+87
+3% +$6.51K 0.08% 111
2015
Q4 		$200K Sell
2,745
-366
-12% -$27K 0.08% 118
2015
Q3 		$220K Buy
+3,111
New +$235K 0.09% 101

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bruderman Asset Management's KHC Position: Q2 2019 in Review

Bruderman Asset Management sold out of Kraft Heinz (KHC) in Q2 2019, closing a stake of 3,135 shares — an estimated $102K sold.

Bruderman Asset Management first reported a position in KHC in Q3 2015 and held it in 15 quarters. The position peaked at $2.12M in Q2 2018. 931 funds tracked by Wall St. Rank hold KHC as of Q2 2019.

  • Bruderman Asset Management reported no remaining Kraft Heinz position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 3,135 Kraft Heinz shares in Q2 2019, an estimated $102K.
  • Bruderman Asset Management first reported a position in Kraft Heinz in Q3 2015 and held it in 15 quarters.
  • Bruderman Asset Management's Kraft Heinz position peaked at $2.12M in Q2 2018.
  • 931 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.