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Fusion Family Wealth’s Kraft Heinz KHC Stock Holding History

Fusion Family Wealth’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
-63
Closed -$3K – 199
2018
Q4 		$3K Hold
63
– – ﹤0.01% 220
2018
Q3 		$3K Hold
63
– – ﹤0.01% 231
2018
Q2 		$4K Hold
63
– – ﹤0.01% 244
2018
Q1 		$4K Hold
63
– – ﹤0.01% 228
2017
Q4 		$5K Buy
63
+29
+85% +$2.28K ﹤0.01% 234
2017
Q3 		$3K Sell
34
-29
-46% -$2.43K ﹤0.01% 191
2017
Q2 		$5K Hold
63
– – ﹤0.01% 227
2017
Q1 		$6K Hold
63
– – ﹤0.01% 219
2016
Q4 		$5K Buy
+63
New +$5.39K ﹤0.01% 310

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

Fusion Family Wealth's KHC Position: Q1 2019 in Review

Fusion Family Wealth sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 63 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in KHC in Q4 2016 and held it in 9 quarters. The position peaked at $6K in Q1 2017. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • Fusion Family Wealth reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 63 Kraft Heinz shares in Q1 2019, an estimated $3K.
  • Fusion Family Wealth first reported a position in Kraft Heinz in Q4 2016 and held it in 9 quarters.
  • Fusion Family Wealth's Kraft Heinz position peaked at $6K in Q1 2017.
  • 977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.