Hoertkorn Richard Charles’s Kraft Heinz KHC Stock Holding History

Hoertkorn Richard Charles’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	-300	Closed	-$23K	–	92
2017 Q3	$23K	Hold	300	–	–	0.01%	77
2017 Q2	$26K	Hold	300	–	–	0.02%	73
2017 Q1	$27K	Hold	300	–	–	0.02%	73
2016 Q4	$26K	Hold	300	–	–	0.02%	75
2016 Q3	$27K	Hold	300	–	–	0.02%	75
2016 Q2	$27K	Hold	300	–	–	0.02%	76
2016 Q1	$24K	Hold	300	–	–	0.02%	80
2015 Q4	$22K	Hold	300	–	–	0.02%	85
2015 Q3	$21K	Buy	+300	New	+$22.6K	0.02%	83

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hoertkorn Richard Charles's KHC Position: Q4 2017 in Review

Hoertkorn Richard Charles sold out of Kraft Heinz (KHC) in Q4 2017, closing a stake of 300 shares — an estimated $23K sold.

Hoertkorn Richard Charles first reported a position in KHC in Q3 2015 and held it in 9 quarters. The position peaked at $27K in Q1 2017. 1,226 funds tracked by Wall St. Rank hold KHC as of Q4 2017.

Hoertkorn Richard Charles reported no remaining Kraft Heinz position as of Q4 2017 after selling out during the quarter.
Hoertkorn Richard Charles sold 300 Kraft Heinz shares in Q4 2017, an estimated $23K.
Hoertkorn Richard Charles first reported a position in Kraft Heinz in Q3 2015 and held it in 9 quarters.
Hoertkorn Richard Charles's Kraft Heinz position peaked at $27K in Q1 2017.
1,226 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2017.

Based on Hoertkorn Richard Charles's 13F filing for Q4 2017, filed 25 Jan 2018.