IWMPD
KRFT

Integrated Wealth Management (Palm Desert)’s KRAFT FOODS GROUP INC COM STK (VA) KRFT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio KRFT Stock Details KRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-13,463
Closed -$1.15M – 1461
2015
Q2 		$1.15M Buy
13,463
+228
+2% +$19.6K 0.44% 51
2015
Q1 		$1.15M Buy
+13,235
New +$874K 0.48% 47

Other funds holding KRFT

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return
PRA
Parametric Risk Advisors Westport, Connecticut $1.48B AUM 25% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KRFT Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of KRAFT FOODS GROUP INC COM STK (VA) (KRFT) in Q3 2015, closing a stake of 13,463 shares — an estimated $1.15M sold.

Integrated Wealth Management (Palm Desert) first reported a position in KRFT in Q1 2015 and held it in 2 quarters. The position peaked at $1.15M in Q1 2015. 21 funds tracked by Wall St. Rank hold KRFT as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining KRAFT FOODS GROUP INC COM STK (VA) position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 13,463 KRAFT FOODS GROUP INC COM STK (VA) shares in Q3 2015, an estimated $1.15M.
  • Integrated Wealth Management (Palm Desert) first reported a position in KRAFT FOODS GROUP INC COM STK (VA) in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s KRAFT FOODS GROUP INC COM STK (VA) position peaked at $1.15M in Q1 2015.
  • 21 funds tracked by Wall St. Rank held KRAFT FOODS GROUP INC COM STK (VA) as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.