Catamount Wealth Management’s Kraft Heinz KHC Stock Holding History

Catamount 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
2019 Q1	$1K	Hold	35	–	–	﹤0.01%	183
2018 Q4	$2K	Hold	35	–	–	﹤0.01%	187
2018 Q3	$2K	Hold	35	–	–	﹤0.01%	177
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	175
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	174
2017 Q4	$3K	Hold	35	–	–	﹤0.01%	171
2017 Q3	$3K	Hold	35	–	–	﹤0.01%	165
2017 Q2	$3K	Hold	35	–	–	﹤0.01%	155
2017 Q1	$3K	Buy	+35	New	+$3.15K	﹤0.01%	160
2016 Q4	–	Sell	-3,975	Closed	-$348K	–	176
2016 Q3	$348K	Buy	3,975 +500	+14%	+$44.2K	0.3%	28
2016 Q2	$307K	Buy	+3,475	New	+$286K	0.35%	25

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Catamount Wealth Management's KHC Position: Q1 2019 in Review

Catamount Wealth Management held its Kraft Heinz (KHC) position steady in Q1 2019 at 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Catamount Wealth Management first reported a position in KHC in Q2 2016 and has held it in 11 quarters since. The position peaked at $348K in Q3 2016. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

Catamount Wealth Management held 35 shares of Kraft Heinz worth $1K as of Q1 2019.
Catamount Wealth Management left its Kraft Heinz share count unchanged in Q1 2019.
Kraft Heinz made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #183 holding.
Catamount Wealth Management first reported a position in Kraft Heinz in Q2 2016 and has held it in 11 quarters since.
Catamount Wealth Management's Kraft Heinz position peaked at $348K in Q3 2016.
977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.