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Independent Portfolio Consultants’s Kraft Heinz KHC Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-140
Closed -$12K – 867
2016
Q4 		$12K Buy
+140
New +$12K ﹤0.01% 694
2016
Q2 		– Sell
-560
Closed -$44K – 750
2016
Q1 		$44K Buy
560
+265
+90% +$19.8K 0.01% 591
2015
Q4 		$21K Sell
295
-180
-38% -$13.3K 0.01% 673
2015
Q3 		$34K Buy
+475
New +$35.9K 0.01% 635

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Portfolio Consultants's KHC Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Kraft Heinz (KHC) in Q1 2017, closing a stake of 140 shares — an estimated $12K sold.

Independent Portfolio Consultants first reported a position in KHC in Q3 2015 and held it in 4 quarters. The position peaked at $44K in Q1 2016. 1,206 funds tracked by Wall St. Rank hold KHC as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Kraft Heinz position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 140 Kraft Heinz shares in Q1 2017, an estimated $12K.
  • Independent Portfolio Consultants first reported a position in Kraft Heinz in Q3 2015 and held it in 4 quarters.
  • Independent Portfolio Consultants's Kraft Heinz position peaked at $44K in Q1 2016.
  • 1,206 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.