Dougherty Wealth Advisers’s Kraft Heinz KHC Stock Holding History

Dougherty Wealth Advisers’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	–	Sell	-254	Closed	-$12K	–	216
2018 Q4	$12K	Buy	+254	New	+$13.2K	0.04%	175

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dougherty Wealth Advisers's KHC Position: Q1 2019 in Review

Dougherty Wealth Advisers sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 254 shares — an estimated $12K sold.

Dougherty Wealth Advisers first reported a position in KHC in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

Dougherty Wealth Advisers reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
Dougherty Wealth Advisers sold 254 Kraft Heinz shares in Q1 2019, an estimated $12K.
Dougherty Wealth Advisers first reported a position in Kraft Heinz in Q4 2018 and held it in 1 quarter.
Dougherty Wealth Advisers's Kraft Heinz position peaked at $12K in Q4 2018.
977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2019, filed 9 May 2019.