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Jacobus Wealth Management’s Kraft Heinz KHC Stock Holding History

Jacobus 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
2016
Q2 		– Sell
-2,314
Closed -$182K – 239
2016
Q1 		$182K Hold
2,314
– – 0.05% 204
2015
Q4 		$168K Buy
2,314
+390
+20% +$28.8K 0.05% 218
2015
Q3 		$136K Buy
+1,924
New +$145K 0.04% 248

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobus Wealth Management's KHC Position: Q2 2016 in Review

Jacobus Wealth Management sold out of Kraft Heinz (KHC) in Q2 2016, closing a stake of 2,314 shares — an estimated $182K sold.

Jacobus Wealth Management first reported a position in KHC in Q3 2015 and held it in 3 quarters. The position peaked at $182K in Q1 2016. 1,122 funds tracked by Wall St. Rank hold KHC as of Q2 2016.

  • Jacobus Wealth Management reported no remaining Kraft Heinz position as of Q2 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 2,314 Kraft Heinz shares in Q2 2016, an estimated $182K.
  • Jacobus Wealth Management first reported a position in Kraft Heinz in Q3 2015 and held it in 3 quarters.
  • Jacobus Wealth Management's Kraft Heinz position peaked at $182K in Q1 2016.
  • 1,122 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.