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Oak Point Wealth Management’s Kraft Heinz KHC Stock Holding History

Oak Point 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
2018
Q1 		$3K Hold
58
– – ﹤0.01% 188
2017
Q4 		$5K Buy
+58
New +$4.56K ﹤0.01% 175

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

Oak Point Wealth Management's KHC Position: Q1 2018 in Review

Oak Point Wealth Management held its Kraft Heinz (KHC) position steady in Q1 2018 at 58 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Oak Point Wealth Management first reported a position in KHC in Q4 2017 and has held it in 2 quarters since. The position peaked at $5K in Q4 2017. 1,151 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • Oak Point Wealth Management held 58 shares of Kraft Heinz worth $3K as of Q1 2018.
  • Oak Point Wealth Management left its Kraft Heinz share count unchanged in Q1 2018.
  • Kraft Heinz made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #188 holding.
  • Oak Point Wealth Management first reported a position in Kraft Heinz in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Kraft Heinz position peaked at $5K in Q4 2017.
  • 1,151 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.