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Capital Directions Investment Advisors’s Kraft Heinz KHC Stock Holding History

Capital Directions Investment Advisors’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
Q3 		– Sell
-1,476
Closed -$93K – 190
2018
Q2 		$93K Buy
+1,476
New +$87.6K 0.04% 52

Other funds holding KHC

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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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital Directions Investment Advisors's KHC Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 1,476 shares — an estimated $93K sold.

Capital Directions Investment Advisors first reported a position in KHC in Q2 2018 and held it in 1 quarter. The position peaked at $93K in Q2 2018. 1,157 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,476 Kraft Heinz shares in Q3 2018, an estimated $93K.
  • Capital Directions Investment Advisors first reported a position in Kraft Heinz in Q2 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Kraft Heinz position peaked at $93K in Q2 2018.
  • 1,157 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.