Independence Trust’s Kraft Heinz KHC Stock Holding History

Independence Trust’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 Q2	–	Sell	-2,279	Closed	-$207K	–	79
2017 Q1	$207K	Buy	+2,279	New	+$205K	0.27%	70

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Independence Trust's KHC Position: Q2 2017 in Review

Independence Trust sold out of Kraft Heinz (KHC) in Q2 2017, closing a stake of 2,279 shares — an estimated $207K sold.

Independence Trust first reported a position in KHC in Q1 2017 and held it in 1 quarter. The position peaked at $207K in Q1 2017. 1,203 funds tracked by Wall St. Rank hold KHC as of Q2 2017.

Independence Trust reported no remaining Kraft Heinz position as of Q2 2017 after selling out during the quarter.
Independence Trust sold 2,279 Kraft Heinz shares in Q2 2017, an estimated $207K.
Independence Trust first reported a position in Kraft Heinz in Q1 2017 and held it in 1 quarter.
Independence Trust's Kraft Heinz position peaked at $207K in Q1 2017.
1,203 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2017.

Based on Independence Trust's 13F filing for Q2 2017, filed 8 Aug 2017.