Jackson Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Jackson Wealth Management’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 Q4	–	Sell	-10,272	Closed	-$803K	–	95
2017 Q3	$803K	Buy	+10,272	New	+$859K	0.22%	74
2016 Q3	–	Sell	-33,416	Closed	-$2.96M	–	69
2016 Q2	$2.96M	Sell	33,416 -188	-0.6%	-$15.5K	1.1%	20
2016 Q1	$2.62M	Sell	33,604 -1,431	-4%	-$107K	1.01%	25
2015 Q4	$2.57M	Sell	35,035 -1,617	-4%	-$119K	1.01%	28
2015 Q3	$2.59M	Buy	+36,652	New	+$2.77M	0.93%	28

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jackson Wealth Management's KHC Position: Q4 2017 in Review

Jackson Wealth Management sold out of The Kraft Heinz Company (KHC) in Q4 2017, closing a stake of 10,272 shares — an estimated $803K sold.

Jackson Wealth Management first reported a position in KHC in Q3 2015 and held it in 5 quarters. The position peaked at $2.96M in Q2 2016. 1,226 funds tracked by Wall St. Rank hold KHC as of Q4 2017.

Jackson Wealth Management reported no remaining The Kraft Heinz Company position as of Q4 2017 after selling out during the quarter.
Jackson Wealth Management sold 10,272 The Kraft Heinz Company shares in Q4 2017, an estimated $803K.
Jackson Wealth Management first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 5 quarters.
Jackson Wealth Management's The Kraft Heinz Company position peaked at $2.96M in Q2 2016.
1,226 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2017.

Based on Jackson Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.