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Douglas C. Lane & Associates’s The Kraft Heinz Company KHC Stock Holding History

Douglas C. Lane & Associates’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
2015
Q4 		$447K Sell
6,148
-243
-4% -$17.9K 0.01% 176
2015
Q3 		$451K Buy
+6,391
New +$482K 0.01% 178

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Douglas C. Lane & Associates's KHC Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its The Kraft Heinz Company (KHC) stake by 3.8% in Q4 2015, selling an estimated $17.9K and leaving 6,148 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #176.

Douglas C. Lane & Associates first reported a position in KHC in Q3 2015 and has held it in 2 quarters since. The position peaked at $451K in Q3 2015. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2015.

  • Douglas C. Lane & Associates held 6,148 shares of The Kraft Heinz Company worth $447K as of Q4 2015.
  • Douglas C. Lane & Associates sold 243 The Kraft Heinz Company shares in Q4 2015, an estimated $17.9K.
  • The Kraft Heinz Company made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #176 holding.
  • Douglas C. Lane & Associates first reported a position in The Kraft Heinz Company in Q3 2015 and has held it in 2 quarters since.
  • Douglas C. Lane & Associates's The Kraft Heinz Company position peaked at $451K in Q3 2015.
  • 1,050 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.