OPWM
KHC icon

Oak Point Wealth Management’s The Kraft Heinz Company 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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Oak Point Wealth Management held its The Kraft Heinz Company (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. 1,152 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • Oak Point Wealth Management held 58 shares of The Kraft Heinz Company worth $3K as of Q1 2018.
  • Oak Point Wealth Management left its The Kraft Heinz Company share count unchanged in Q1 2018.
  • The Kraft Heinz Company 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 The Kraft Heinz Company in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's The Kraft Heinz Company position peaked at $5K in Q4 2017.
  • 1,152 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2018.

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