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Jackson Wealth Management’s Kraft Heinz 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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Jackson Wealth Management sold out of Kraft Heinz (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 Kraft Heinz position as of Q4 2017 after selling out during the quarter.
  • Jackson Wealth Management sold 10,272 Kraft Heinz shares in Q4 2017, an estimated $803K.
  • Jackson Wealth Management first reported a position in Kraft Heinz in Q3 2015 and held it in 5 quarters.
  • Jackson Wealth Management's Kraft Heinz position peaked at $2.96M in Q2 2016.
  • 1,226 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2017.

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