Mark Sheptoff Financial Planning’s KRAFT FOODS GROUP INC COM STK (VA) KRFT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KRFT Stock Details KRFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-13,482	Closed	-$1.15M	–	475
2015 Q2	$1.15M	Sell	13,482 -4,833	-26%	-$416K	0.93%	32
2015 Q1	$1.59M	Buy	18,315 +3	+0%	+$198	1.33%	21
2014 Q4	$1.15M	Sell	18,312 -74	-0.4%	-$4.33K	1.01%	27
2014 Q3	$1.04M	Sell	18,386 -5,394	-23%	-$312K	0.92%	31
2014 Q2	$1.43M	Buy	23,780 +1,346	+6%	+$77.9K	1.22%	25
2014 Q1	$1.26M	Buy	+22,434	New	+$1.22M	1.11%	29

Other funds holding KRFT

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

CIA

Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

PRA

Parametric Risk Advisors Westport, Connecticut $1.48B AUM 25% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Mark Sheptoff Financial Planning's KRFT Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of KRAFT FOODS GROUP INC COM STK (VA) (KRFT) in Q3 2015, closing a stake of 13,482 shares — an estimated $1.15M sold.

Mark Sheptoff Financial Planning first reported a position in KRFT in Q1 2014 and held it in 6 quarters. The position peaked at $1.59M in Q1 2015. 21 funds tracked by Wall St. Rank hold KRFT as of Q3 2015.

Mark Sheptoff Financial Planning reported no remaining KRAFT FOODS GROUP INC COM STK (VA) position as of Q3 2015 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 13,482 KRAFT FOODS GROUP INC COM STK (VA) shares in Q3 2015, an estimated $1.15M.
Mark Sheptoff Financial Planning first reported a position in KRAFT FOODS GROUP INC COM STK (VA) in Q1 2014 and held it in 6 quarters.
Mark Sheptoff Financial Planning's KRAFT FOODS GROUP INC COM STK (VA) position peaked at $1.59M in Q1 2015.
21 funds tracked by Wall St. Rank held KRAFT FOODS GROUP INC COM STK (VA) as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.