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Montecito Bank & Trust’s The Kraft Heinz Company KHC Stock Holding History

Montecito Bank & Trust’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 		– Sell
-683
Closed -$60K – 283
2016
Q4 		$60K Buy
+683
New +$58.4K 0.02% 276

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montecito Bank & Trust's KHC Position: Q1 2017 in Review

Montecito Bank & Trust sold out of The Kraft Heinz Company (KHC) in Q1 2017, closing a stake of 683 shares — an estimated $60K sold.

Montecito Bank & Trust first reported a position in KHC in Q4 2016 and held it in 1 quarter. The position peaked at $60K in Q4 2016. 1,206 funds tracked by Wall St. Rank hold KHC as of Q1 2017.

  • Montecito Bank & Trust reported no remaining The Kraft Heinz Company position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 683 The Kraft Heinz Company shares in Q1 2017, an estimated $60K.
  • Montecito Bank & Trust first reported a position in The Kraft Heinz Company in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's The Kraft Heinz Company position peaked at $60K in Q4 2016.
  • 1,206 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.