Integrated Wealth Counsel’s The Kraft Heinz Company KHC Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$74K	Hold	846	–	–	0.16%	61
2016 Q3	$76K	Buy	846 +346	+69%	+$30.6K	0.16%	55
2016 Q2	$44K	Hold	500	–	–	0.1%	48
2016 Q1	$39K	Hold	500	–	–	0.09%	49
2015 Q4	$36K	Hold	500	–	–	0.06%	51
2015 Q3	$35K	Buy	+500	New	+$37.7K	0.06%	56

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Counsel's KHC Position: Q4 2016 in Review

Integrated Wealth Counsel held its The Kraft Heinz Company (KHC) position steady in Q4 2016 at 846 shares worth $74K. The position accounts for 0.16% of the portfolio, ranked #61.

Integrated Wealth Counsel first reported a position in KHC in Q3 2015 and has held it in 6 quarters since. The position peaked at $76K in Q3 2016. 1,180 funds tracked by Wall St. Rank hold KHC as of Q4 2016.

Integrated Wealth Counsel held 846 shares of The Kraft Heinz Company worth $74K as of Q4 2016.
Integrated Wealth Counsel left its The Kraft Heinz Company share count unchanged in Q4 2016.
The Kraft Heinz Company made up 0.16% of Integrated Wealth Counsel's portfolio in Q4 2016, its #61 holding.
Integrated Wealth Counsel first reported a position in The Kraft Heinz Company in Q3 2015 and has held it in 6 quarters since.
Integrated Wealth Counsel's The Kraft Heinz Company position peaked at $76K in Q3 2016.
1,180 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.