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Cypress Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Cypress Wealth 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
Q1 		$242K Buy
7,415
+751
+11% +$30.6K 0.28% 67
2018
Q4 		$287K Sell
6,664
-48
-0.7% -$2.49K 0.39% 60
2018
Q3 		$370K Buy
6,712
+48
+0.7% +$2.87K 0.39% 58
2018
Q2 		$419K Sell
6,664
-552
-8% -$32.8K 0.45% 56
2018
Q1 		$449K Buy
7,216
+104
+1% +$7.45K 0.49% 55
2017
Q4 		$553K Buy
7,112
+2
+0% +$157 0.53% 53
2017
Q3 		$551K Sell
7,110
-169
-2% -$14.1K 0.89% 31
2017
Q2 		$623K Sell
7,279
-1,135
-13% -$103K 0.73% 39
2017
Q1 		$764K Buy
8,414
+167
+2% +$15.1K 0.35% 64
2016
Q4 		$720K Sell
8,247
-116
-1% -$9.92K 0.33% 69
2016
Q3 		$749K Buy
8,363
+226
+3% +$20K 0.34% 66
2016
Q2 		$720K Buy
8,137
+40
+0.5% +$3.29K 0.36% 66
2016
Q1 		$636K Sell
8,097
-13
-0.2% -$973 0.29% 74
2015
Q4 		$590K Buy
8,110
+26
+0.3% +$1.92K 0.3% 77
2015
Q3 		$571K Buy
+8,084
New +$610K 0.31% 69

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cypress Wealth Advisors's KHC Position: Q1 2019 in Review

Cypress Wealth Advisors increased its Kraft Heinz (KHC) stake by 11% in Q1 2019, buying an estimated $30.6K and bringing the position to 7,415 shares worth $242K. The position accounts for 0.28% of the portfolio, ranked #67.

Cypress Wealth Advisors first reported a position in KHC in Q3 2015 and has held it in 15 quarters since. The position peaked at $764K in Q1 2017. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • Cypress Wealth Advisors held 7,415 shares of Kraft Heinz worth $242K as of Q1 2019.
  • Cypress Wealth Advisors bought 751 Kraft Heinz shares in Q1 2019, an estimated $30.6K.
  • Kraft Heinz made up 0.28% of Cypress Wealth Advisors's portfolio in Q1 2019, its #67 holding.
  • Cypress Wealth Advisors first reported a position in Kraft Heinz in Q3 2015 and has held it in 15 quarters since.
  • Cypress Wealth Advisors's Kraft Heinz position peaked at $764K in Q1 2017.
  • 977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.