Genovese Burford & Brothers Wealth & Retirement Plan Management’s Kraft Heinz KHC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-58	Closed	-$4K	–	231
2018 Q2	$4K	Hold	58	–	–	﹤0.01%	374
2018 Q1	$4K	Buy	+58	New	+$4.15K	﹤0.01%	378
2017 Q4	–	Sell	-46	Closed	-$3K	–	357
2017 Q3	$3K	Hold	46	–	–	﹤0.01%	358
2017 Q2	$3K	Hold	46	–	–	﹤0.01%	341
2017 Q1	$5K	Sell	46 -125	-73%	-$11.3K	﹤0.01%	346
2016 Q4	$15K	Buy	171 +125	+272%	+$10.7K	﹤0.01%	282
2016 Q3	$4K	Hold	46	–	–	﹤0.01%	352
2016 Q2	$4K	Sell	46 -46	-50%	-$3.78K	﹤0.01%	330
2016 Q1	$7K	Buy	92 +46	+100%	+$3.44K	﹤0.01%	291
2015 Q4	$3K	Buy	+46	New	+$3.39K	﹤0.01%	329

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's KHC Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 58 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in KHC in Q4 2015 and held it in 10 quarters. The position peaked at $15K in Q4 2016. 1,157 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 58 Kraft Heinz shares in Q3 2018, an estimated $4K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Kraft Heinz in Q4 2015 and held it in 10 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Kraft Heinz position peaked at $15K in Q4 2016.
1,157 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.