Investors Capital Advisory Services’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$760K Sell
8,595
-758
-8% -$62.4K 0.15% 189
2016
Q1
$733K Sell
9,353
-520
-5% -$38.9K 0.15% 194
2015
Q4
$718K Sell
9,873
-828
-8% -$61.1K 0.14% 213
2015
Q3
$755K Buy
+10,701
New +$808K 0.15% 196

Other funds holding KHC

Investors Capital Advisory Services's KHC Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Kraft Heinz (KHC) stake by 8.1% in Q2 2016, selling an estimated $62.4K and leaving 8,595 shares worth $760K. The position accounts for 0.15% of the portfolio, ranked #189.

Investors Capital Advisory Services first reported a position in KHC in Q3 2015 and has held it in 4 quarters since. 1,122 funds tracked by Wall St. Rank hold KHC as of Q2 2016.

  • Investors Capital Advisory Services held 8,595 shares of Kraft Heinz worth $760K as of Q2 2016.
  • Investors Capital Advisory Services sold 758 Kraft Heinz shares in Q2 2016, an estimated $62.4K.
  • Kraft Heinz made up 0.15% of Investors Capital Advisory Services's portfolio in Q2 2016, its #189 holding.
  • Investors Capital Advisory Services first reported a position in Kraft Heinz in Q3 2015 and has held it in 4 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.