Integrated Wealth Management (Palm Desert)’s Kraft Heinz KHC Stock Holding History

Integrated Wealth Management (Palm Desert)’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	$1.33M	Buy	14,619 +462	+3%	+$41.6K	0.44%	66
2016 Q4	$1.24M	Buy	14,157 +149	+1%	+$12.7K	0.46%	67
2016 Q3	$1.25M	Sell	14,008 -22	-0.2%	-$1.95K	0.45%	60
2016 Q2	$1.24M	Sell	14,030 -20	-0.1%	-$1.65K	0.48%	50
2016 Q1	$1.1M	Sell	14,050 -799	-5%	-$59.8K	0.47%	53
2015 Q4	$1.08M	Buy	14,849 +1,794	+14%	+$132K	0.47%	53
2015 Q3	$921K	Buy	+13,055	New	+$985K	0.4%	59

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

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 $1.37T AUM 24.88% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Management (Palm Desert)'s KHC Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Kraft Heinz (KHC) stake by 3.3% in Q1 2017, buying an estimated $41.6K and bringing the position to 14,619 shares worth $1.33M. The position accounts for 0.44% of the portfolio, ranked #66.

Integrated Wealth Management (Palm Desert) first reported a position in KHC in Q3 2015 and has held it in 7 quarters since. 1,206 funds tracked by Wall St. Rank hold KHC as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 14,619 shares of Kraft Heinz worth $1.33M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 462 Kraft Heinz shares in Q1 2017, an estimated $41.6K.
Kraft Heinz made up 0.44% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #66 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Kraft Heinz in Q3 2015 and has held it in 7 quarters since.
1,206 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.