GW
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GW & Wade’s Kraft Heinz KHC Stock Holding History

GW & Wade’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
2017
Q4 		– Sell
-3,430
Closed -$266K – 228
2017
Q3 		$266K Buy
3,430
+389
+13% +$32.5K 0.03% 200
2017
Q2 		$260K Buy
3,041
+616
+25% +$55.9K 0.03% 200
2017
Q1 		$220K Sell
2,425
-218
-8% -$19.6K 0.03% 219
2016
Q4 		$231K Buy
2,643
+47
+2% +$4.02K 0.04% 203
2016
Q3 		$232K Buy
2,596
+273
+12% +$24.2K 0.04% 200
2016
Q2 		$206K Buy
+2,323
New +$191K 0.04% 218

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GW & Wade's KHC Position: Q4 2017 in Review

GW & Wade sold out of Kraft Heinz (KHC) in Q4 2017, closing a stake of 3,430 shares — an estimated $266K sold.

GW & Wade first reported a position in KHC in Q2 2016 and held it in 6 quarters. The position peaked at $266K in Q3 2017. 1,226 funds tracked by Wall St. Rank hold KHC as of Q4 2017.

  • GW & Wade reported no remaining Kraft Heinz position as of Q4 2017 after selling out during the quarter.
  • GW & Wade sold 3,430 Kraft Heinz shares in Q4 2017, an estimated $266K.
  • GW & Wade first reported a position in Kraft Heinz in Q2 2016 and held it in 6 quarters.
  • GW & Wade's Kraft Heinz position peaked at $266K in Q3 2017.
  • 1,226 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2017.

Based on GW & Wade's 13F filing for Q4 2017, filed 13 Feb 2018.