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Intellectus Partners’s Kraft Heinz KHC Stock Holding History

Intellectus Partners’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
2018
Q1 		– Sell
-407
Closed -$32K – 616
2017
Q4 		$32K Buy
407
+1
+0.2% +$79 0.01% 386
2017
Q3 		$31K Sell
406
-291
-42% -$24.3K 0.01% 470
2017
Q2 		$60K Buy
697
+4
+0.6% +$363 0.03% 346
2017
Q1 		$63K Buy
693
+2
+0.3% +$180 0.03% 298
2016
Q4 		$60K Buy
+691
New +$59.1K 0.03% 290

Other funds holding KHC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Intellectus Partners's KHC Position: Q1 2018 in Review

Intellectus Partners sold out of Kraft Heinz (KHC) in Q1 2018, closing a stake of 407 shares — an estimated $32K sold.

Intellectus Partners first reported a position in KHC in Q4 2016 and held it in 5 quarters. The position peaked at $63K in Q1 2017. 1,152 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • Intellectus Partners reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
  • Intellectus Partners sold 407 Kraft Heinz shares in Q1 2018, an estimated $32K.
  • Intellectus Partners first reported a position in Kraft Heinz in Q4 2016 and held it in 5 quarters.
  • Intellectus Partners's Kraft Heinz position peaked at $63K in Q1 2017.
  • 1,152 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on Intellectus Partners's 13F filing for Q1 2018, filed 15 May 2018.