KA
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Klingman & Associates’s Kraft Heinz KHC Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-681
Closed -$61K – 213
2016
Q3 		$61K Hold
681
– – 0.02% 172
2016
Q2 		$60K Hold
681
– – 0.02% 178
2016
Q1 		$53K Hold
681
– – 0.02% 186
2015
Q4 		$50K Buy
681
+513
+305% +$37.8K 0.02% 208
2015
Q3 		$11K Buy
+168
New +$12.7K ﹤0.01% 299

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Klingman & Associates's KHC Position: Q4 2016 in Review

Klingman & Associates sold out of Kraft Heinz (KHC) in Q4 2016, closing a stake of 681 shares — an estimated $61K sold.

Klingman & Associates first reported a position in KHC in Q3 2015 and held it in 5 quarters. The position peaked at $61K in Q3 2016. 1,180 funds tracked by Wall St. Rank hold KHC as of Q4 2016.

  • Klingman & Associates reported no remaining Kraft Heinz position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 681 Kraft Heinz shares in Q4 2016, an estimated $61K.
  • Klingman & Associates first reported a position in Kraft Heinz in Q3 2015 and held it in 5 quarters.
  • Klingman & Associates's Kraft Heinz position peaked at $61K in Q3 2016.
  • 1,180 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.