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Commonwealth Financial Services’s Kraft Heinz KHC Stock Holding History

Commonwealth Financial Services’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
Q1 		$6K Sell
69
-58
-46% -$5.23K 0.01% 225
2016
Q4 		$11K Sell
127
-27
-18% -$2.31K 0.01% 173
2016
Q3 		$14K Sell
154
-33
-18% -$2.92K 0.01% 147
2016
Q2 		$17K Buy
187
+118
+171% +$9.71K 0.02% 138
2016
Q1 		$5K Hold
69
– – 0.01% 184
2015
Q4 		$5K Hold
69
– – 0.02% 185
2015
Q3 		$5K Buy
+69
New +$5.21K 0.01% 186

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Commonwealth Financial Services's KHC Position: Q1 2017 in Review

Commonwealth Financial Services reduced its Kraft Heinz (KHC) stake by 46% in Q1 2017, selling an estimated $5.23K and leaving 69 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #225.

Commonwealth Financial Services first reported a position in KHC in Q3 2015 and has held it in 7 quarters since. The position peaked at $17K in Q2 2016. 1,206 funds tracked by Wall St. Rank hold KHC as of Q1 2017.

  • Commonwealth Financial Services held 69 shares of Kraft Heinz worth $6K as of Q1 2017.
  • Commonwealth Financial Services sold 58 Kraft Heinz shares in Q1 2017, an estimated $5.23K.
  • Kraft Heinz made up 0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #225 holding.
  • Commonwealth Financial Services first reported a position in Kraft Heinz in Q3 2015 and has held it in 7 quarters since.
  • Commonwealth Financial Services's Kraft Heinz position peaked at $17K in Q2 2016.
  • 1,206 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.