Concert Wealth Management’s Kraft Heinz KHC Stock Holding History

Concert 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 Q2	–	Sell	-5,937	Closed	-$520K	–	303
2017 Q1	$520K	Buy	+5,937	New	+$535K	0.12%	236
2016 Q4	–	Sell	-35,775	Closed	-$3.21M	–	747
2016 Q3	$3.21M	Buy	35,775 +723	+2%	+$64K	0.39%	46
2016 Q2	$3.12M	Buy	35,052 +3,833	+12%	+$315K	0.42%	43
2016 Q1	$2.45M	Buy	31,219 +869	+3%	+$65K	0.33%	65
2015 Q4	$2.21M	Sell	30,350 -825	-3%	-$60.9K	0.3%	70
2015 Q3	$2.2M	Buy	+31,175	New	+$2.35M	0.3%	71

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Concert Wealth Management's KHC Position: Q2 2017 in Review

Concert Wealth Management sold out of Kraft Heinz (KHC) in Q2 2017, closing a stake of 5,937 shares — an estimated $520K sold.

Concert Wealth Management first reported a position in KHC in Q3 2015 and held it in 6 quarters. The position peaked at $3.21M in Q3 2016. 1,203 funds tracked by Wall St. Rank hold KHC as of Q2 2017.

Concert Wealth Management reported no remaining Kraft Heinz position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 5,937 Kraft Heinz shares in Q2 2017, an estimated $520K.
Concert Wealth Management first reported a position in Kraft Heinz in Q3 2015 and held it in 6 quarters.
Concert Wealth Management's Kraft Heinz position peaked at $3.21M in Q3 2016.
1,203 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.