Mascoma Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Mascoma 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
2019 Q3	–	Sell	-23	Closed	-$1K	–	226
2019 Q2	$1K	Sell	23 -260	-92%	-$8.2K	﹤0.01%	362
2019 Q1	$9K	Hold	283	–	–	0.01%	275
2018 Q4	$12K	Hold	283	–	–	0.01%	246
2018 Q3	$16K	Hold	283	–	–	0.01%	252
2018 Q2	$18K	Hold	283	–	–	0.01%	230
2018 Q1	$18K	Hold	283	–	–	0.01%	226
2017 Q4	$22K	Hold	283	–	–	0.01%	208
2017 Q3	$22K	Hold	283	–	–	0.01%	224
2017 Q2	$24K	Buy	283 +153	+118%	+$13.9K	0.02%	218
2017 Q1	$12K	Hold	130	–	–	0.01%	249
2016 Q4	$11K	Buy	+130	New	+$11.1K	0.01%	257

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mascoma Wealth Management's KHC Position: Q3 2019 in Review

Mascoma Wealth Management sold out of The Kraft Heinz Company (KHC) in Q3 2019, closing a stake of 23 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in KHC in Q4 2016 and held it in 11 quarters. The position peaked at $24K in Q2 2017. 846 funds tracked by Wall St. Rank hold KHC as of Q3 2019.

Mascoma Wealth Management reported no remaining The Kraft Heinz Company position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 23 The Kraft Heinz Company shares in Q3 2019, an estimated $1K.
Mascoma Wealth Management first reported a position in The Kraft Heinz Company in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's The Kraft Heinz Company position peaked at $24K in Q2 2017.
846 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.