Mariner Wealth Advisors (Cincinnati)’s Kraft Heinz KHC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$323K	Buy	5,861 +338	+6%	+$20.2K	0.02%	236
2018 Q2	$347K	Sell	5,523 -38	-0.7%	-$2.25K	0.02%	232
2018 Q1	$346K	Sell	5,561 -310	-5%	-$22.2K	0.02%	224
2017 Q4	$457K	Buy	5,871 +100	+2%	+$7.86K	0.03%	191
2017 Q3	$448K	Sell	5,771 -151	-3%	-$12.6K	0.03%	179
2017 Q2	$507K	Buy	5,922 +124	+2%	+$11.2K	0.04%	166
2017 Q1	$527K	Buy	5,798 +95	+2%	+$8.56K	0.04%	159
2016 Q4	$498K	Sell	5,703 -760	-12%	-$65K	0.04%	159
2016 Q3	$579K	Sell	6,463 -155	-2%	-$13.7K	0.05%	148
2016 Q2	$586K	Buy	6,618 +500	+8%	+$41.1K	0.05%	150
2016 Q1	$481K	Buy	6,118 +91	+2%	+$6.81K	0.05%	159
2015 Q4	$439K	Buy	+6,027	New	+$445K	0.04%	160

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati)'s KHC Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Kraft Heinz (KHC) stake by 6.1% in Q3 2018, buying an estimated $20.2K and bringing the position to 5,861 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #236.

Mariner Wealth Advisors (Cincinnati) first reported a position in KHC in Q4 2015 and has held it in 12 quarters since. The position peaked at $586K in Q2 2016. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 5,861 shares of Kraft Heinz worth $323K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 338 Kraft Heinz shares in Q3 2018, an estimated $20.2K.
Kraft Heinz made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #236 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Kraft Heinz in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Kraft Heinz position peaked at $586K in Q2 2016.
1,156 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.