Edge Wealth Management’s Kraft Heinz KHC Stock Holding History

Edge 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
2019 Q4	–	Sell	-5,000	Closed	-$139K	–	623
2019 Q3	$139K	Hold	5,000	–	–	0.03%	164
2019 Q2	$154K	Hold	5,000	–	–	0.03%	159
2019 Q1	$164K	Buy	+5,000	New	+$204K	0.04%	148
2018 Q4	–	Sell	-1,245	Closed	-$69K	–	595
2018 Q3	$69K	Hold	1,245	–	–	0.02%	227
2018 Q2	$78K	Hold	1,245	–	–	0.02%	208
2018 Q1	$78K	Hold	1,245	–	–	0.02%	184
2017 Q4	$97K	Hold	1,245	–	–	0.03%	174
2017 Q3	$97K	Hold	1,245	–	–	0.03%	171
2017 Q2	$105K	Hold	1,245	–	–	0.03%	165
2017 Q1	$113K	Hold	1,245	–	–	0.04%	156
2016 Q4	$109K	Hold	1,245	–	–	0.04%	148
2016 Q3	$111K	Hold	1,245	–	–	0.05%	136
2016 Q2	$110K	Hold	1,245	–	–	0.05%	127
2016 Q1	$98K	Hold	1,245	–	–	0.04%	137
2015 Q4	$91K	Hold	1,245	–	–	0.03%	151
2015 Q3	$88K	Buy	+1,245	New	+$94K	0.03%	142

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edge Wealth Management's KHC Position: Q4 2019 in Review

Edge Wealth Management sold out of Kraft Heinz (KHC) in Q4 2019, closing a stake of 5,000 shares — an estimated $139K sold.

Edge Wealth Management first reported a position in KHC in Q3 2015 and held it in 16 quarters. The position peaked at $164K in Q1 2019. 926 funds tracked by Wall St. Rank hold KHC as of Q4 2019.

Edge Wealth Management reported no remaining Kraft Heinz position as of Q4 2019 after selling out during the quarter.
Edge Wealth Management sold 5,000 Kraft Heinz shares in Q4 2019, an estimated $139K.
Edge Wealth Management first reported a position in Kraft Heinz in Q3 2015 and held it in 16 quarters.
Edge Wealth Management's Kraft Heinz position peaked at $164K in Q1 2019.
926 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2019.

Based on Edge Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.