Clear Perspective Advisors’s Kraft Heinz KHC Stock Holding History

Clear Perspective 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
2019 Q3	–	Sell	-2,008	Closed	-$62K	–	175
2019 Q2	$62K	Buy	+2,008	New	+$63.3K	0.04%	169
2019 Q1	–	Sell	-5,061	Closed	-$218K	–	143
2018 Q4	$218K	Sell	5,061 -1,800	-26%	-$93.2K	0.18%	126
2018 Q3	$378K	Hold	6,861	–	–	0.28%	101
2018 Q2	$431K	Sell	6,861 -1,000	-13%	-$59.3K	0.3%	89
2018 Q1	$490K	Hold	7,861	–	–	0.37%	76
2017 Q4	$611K	Sell	7,861 -75	-0.9%	-$5.89K	0.47%	59
2017 Q3	$615K	Hold	7,936	–	–	0.5%	52
2017 Q2	$680K	Hold	7,936	–	–	0.57%	47
2017 Q1	$721K	Hold	7,936	–	–	0.48%	50
2016 Q4	$693K	Buy	+7,936	New	+$679K	0.46%	50

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Perspective Advisors's KHC Position: Q3 2019 in Review

Clear Perspective Advisors sold out of Kraft Heinz (KHC) in Q3 2019, closing a stake of 2,008 shares — an estimated $62K sold.

Clear Perspective Advisors first reported a position in KHC in Q4 2016 and held it in 10 quarters. The position peaked at $721K in Q1 2017. 846 funds tracked by Wall St. Rank hold KHC as of Q3 2019.

Clear Perspective Advisors reported no remaining Kraft Heinz position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 2,008 Kraft Heinz shares in Q3 2019, an estimated $62K.
Clear Perspective Advisors first reported a position in Kraft Heinz in Q4 2016 and held it in 10 quarters.
Clear Perspective Advisors's Kraft Heinz position peaked at $721K in Q1 2017.
846 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.