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MYCIO Wealth Partners’s Kraft Heinz KHC Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-9,197
Closed -$715K – 259
2017
Q4 		$715K Buy
9,197
+820
+10% +$64.4K 0.08% 112
2017
Q3 		$650K Sell
8,377
-55
-0.7% -$4.6K 0.07% 114
2017
Q2 		$722K Sell
8,432
-765
-8% -$69.4K 0.08% 104
2017
Q1 		$835K Buy
9,197
+408
+5% +$36.8K 0.1% 97
2016
Q4 		$767K Buy
8,789
+132
+2% +$11.3K 0.1% 90
2016
Q3 		$775K Buy
8,657
+346
+4% +$30.6K 0.13% 73
2016
Q2 		$735K Sell
8,311
-1,943
-19% -$160K 0.13% 76
2016
Q1 		$806K Buy
10,254
+7,515
+274% +$562K 0.14% 64
2015
Q4 		$199K Hold
2,739
– – 0.04% 152
2015
Q3 		$193K Buy
+2,739
New +$207K 0.04% 144

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MYCIO Wealth Partners's KHC Position: Q1 2018 in Review

MYCIO Wealth Partners sold out of Kraft Heinz (KHC) in Q1 2018, closing a stake of 9,197 shares — an estimated $715K sold.

MYCIO Wealth Partners first reported a position in KHC in Q3 2015 and held it in 10 quarters. The position peaked at $835K in Q1 2017. 1,150 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • MYCIO Wealth Partners reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
  • MYCIO Wealth Partners sold 9,197 Kraft Heinz shares in Q1 2018, an estimated $715K.
  • MYCIO Wealth Partners first reported a position in Kraft Heinz in Q3 2015 and held it in 10 quarters.
  • MYCIO Wealth Partners's Kraft Heinz position peaked at $835K in Q1 2017.
  • 1,150 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on MYCIO Wealth Partners's 13F filing for Q1 2018, filed 27 Apr 2018.