LBA Wealth Management’s Kraft Heinz KHC Stock Holding History

LBA 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 Q1	$19K	Sell	208 -36	-15%	-$3.25K	0.01%	273
2016 Q4	$21K	Buy	244 +110	+82%	+$9.41K	0.01%	261
2016 Q3	$12K	Hold	134	–	–	0.01%	309
2016 Q2	$12K	Hold	134	–	–	0.01%	296
2016 Q1	$11K	Sell	134 -96	-42%	-$7.18K	0.01%	293
2015 Q4	$17K	Sell	230 -1,200	-84%	-$88.5K	0.01%	264
2015 Q3	$101K	Buy	+1,430	New	+$108K	0.06%	145

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LBA Wealth Management's KHC Position: Q1 2017 in Review

LBA Wealth Management reduced its Kraft Heinz (KHC) stake by 15% in Q1 2017, selling an estimated $3.25K and leaving 208 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #273.

LBA Wealth Management first reported a position in KHC in Q3 2015 and has held it in 7 quarters since. The position peaked at $101K in Q3 2015. 1,206 funds tracked by Wall St. Rank hold KHC as of Q1 2017.

LBA Wealth Management held 208 shares of Kraft Heinz worth $19K as of Q1 2017.
LBA Wealth Management sold 36 Kraft Heinz shares in Q1 2017, an estimated $3.25K.
Kraft Heinz made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #273 holding.
LBA Wealth Management first reported a position in Kraft Heinz in Q3 2015 and has held it in 7 quarters since.
LBA Wealth Management's Kraft Heinz position peaked at $101K in Q3 2015.
1,206 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.