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CMH Wealth Management’s Kraft Heinz KHC Stock Holding History

CMH 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
2017
Q4 		– Sell
-15,113
Closed -$1.18M – 57
2017
Q3 		$1.18M Sell
15,113
-2,345
-13% -$196K 0.87% 40
2017
Q2 		$1.49M Sell
17,458
-450
-3% -$40.8K 1.19% 34
2017
Q1 		$1.65M Sell
17,908
-55
-0.3% -$4.96K 1.29% 32
2016
Q4 		$1.57M Buy
+17,963
New +$1.54M 1.38% 29

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CMH Wealth Management's KHC Position: Q4 2017 in Review

CMH Wealth Management sold out of Kraft Heinz (KHC) in Q4 2017, closing a stake of 15,113 shares — an estimated $1.18M sold.

CMH Wealth Management first reported a position in KHC in Q4 2016 and held it in 4 quarters. The position peaked at $1.65M in Q1 2017. 1,226 funds tracked by Wall St. Rank hold KHC as of Q4 2017.

  • CMH Wealth Management reported no remaining Kraft Heinz position as of Q4 2017 after selling out during the quarter.
  • CMH Wealth Management sold 15,113 Kraft Heinz shares in Q4 2017, an estimated $1.18M.
  • CMH Wealth Management first reported a position in Kraft Heinz in Q4 2016 and held it in 4 quarters.
  • CMH Wealth Management's Kraft Heinz position peaked at $1.65M in Q1 2017.
  • 1,226 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2017.

Based on CMH Wealth Management's 13F filing for Q4 2017, filed 12 Jan 2018.