First Foundation Advisors’s Kraft Heinz KHC Stock Holding History

First Foundation 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
2018 Q4	–	Sell	-4,129	Closed	-$228K	–	393
2018 Q3	$228K	Sell	4,129 -53	-1%	-$3.17K	0.01%	318
2018 Q2	$263K	Buy	4,182 +228	+6%	+$13.5K	0.02%	280
2018 Q1	$246K	Sell	3,954 -31	-0.8%	-$2.22K	0.01%	283
2017 Q4	$310K	Hold	3,985	–	–	0.02%	274
2017 Q3	$309K	Sell	3,985 -1,113	-22%	-$93.1K	0.02%	242
2017 Q2	$437K	Sell	5,098 -23	-0.4%	-$2.08K	0.03%	215
2017 Q1	$465K	Buy	5,121 +23	+0.5%	+$2.07K	0.03%	216
2016 Q4	$445K	Sell	5,098 -15	-0.3%	-$1.28K	0.03%	214
2016 Q3	$458K	Buy	5,113 +15	+0.3%	+$1.33K	0.03%	204
2016 Q2	$451K	Hold	5,098	–	–	0.03%	200
2016 Q1	$400K	Sell	5,098 -133	-3%	-$9.95K	0.03%	195
2015 Q4	$381K	Buy	5,231 +465	+10%	+$34.3K	0.03%	198
2015 Q3	$336K	Buy	+4,766	New	+$360K	0.03%	179

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

First Foundation Advisors's KHC Position: Q4 2018 in Review

First Foundation Advisors sold out of Kraft Heinz (KHC) in Q4 2018, closing a stake of 4,129 shares — an estimated $228K sold.

First Foundation Advisors first reported a position in KHC in Q3 2015 and held it in 13 quarters. The position peaked at $465K in Q1 2017. 1,126 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

First Foundation Advisors reported no remaining Kraft Heinz position as of Q4 2018 after selling out during the quarter.
First Foundation Advisors sold 4,129 Kraft Heinz shares in Q4 2018, an estimated $228K.
First Foundation Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 13 quarters.
First Foundation Advisors's Kraft Heinz position peaked at $465K in Q1 2017.
1,126 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2018.

Based on First Foundation Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.