MYCIO Wealth Partners’s The Kraft Heinz Company 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 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

MYCIO Wealth Partners sold out of The Kraft Heinz Company (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. 1,152 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

MYCIO Wealth Partners reported no remaining The Kraft Heinz Company position as of Q1 2018 after selling out during the quarter.
MYCIO Wealth Partners sold 9,197 The Kraft Heinz Company shares in Q1 2018, an estimated $715K.
MYCIO Wealth Partners first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 10 quarters.
MYCIO Wealth Partners's The Kraft Heinz Company position peaked at $835K in Q1 2017.
1,152 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2018.

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