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Integrated Wealth Counsel’s Kraft Heinz 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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
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 Kraft Heinz (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 Kraft Heinz worth $74K as of Q4 2016.
  • Integrated Wealth Counsel left its Kraft Heinz share count unchanged in Q4 2016.
  • Kraft Heinz made up 0.16% of Integrated Wealth Counsel's portfolio in Q4 2016, its #61 holding.
  • Integrated Wealth Counsel first reported a position in Kraft Heinz in Q3 2015 and has held it in 6 quarters since.
  • Integrated Wealth Counsel's Kraft Heinz position peaked at $76K in Q3 2016.
  • 1,180 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2016.

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