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Obermeyer Wealth Partners’s Kraft Heinz KHC Stock Holding History

Obermeyer 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
-2,874
Closed -$223K – 116
2017
Q4 		$223K Hold
2,874
– – 0.02% 113
2017
Q3 		$223K Sell
2,874
-73
-2% -$6.11K 0.02% 111
2017
Q2 		$252K Hold
2,947
– – 0.02% 108
2017
Q1 		$268K Hold
2,947
– – 0.02% 107
2016
Q4 		$257K Sell
2,947
-186
-6% -$15.9K 0.02% 115
2016
Q3 		$280K Sell
3,133
-38
-1% -$3.36K 0.03% 104
2016
Q2 		$281K Sell
3,171
-1,113
-26% -$91.6K 0.03% 105
2016
Q1 		$337K Hold
4,284
– – 0.03% 93
2015
Q4 		$312K Sell
4,284
-34
-0.8% -$2.51K 0.03% 98
2015
Q3 		$305K Buy
+4,318
New +$326K 0.03% 95

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

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

Obermeyer Wealth Partners sold out of Kraft Heinz (KHC) in Q1 2018, closing a stake of 2,874 shares — an estimated $223K sold.

Obermeyer Wealth Partners first reported a position in KHC in Q3 2015 and held it in 10 quarters. The position peaked at $337K in Q1 2016. 1,150 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • Obermeyer Wealth Partners reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,874 Kraft Heinz shares in Q1 2018, an estimated $223K.
  • Obermeyer Wealth Partners first reported a position in Kraft Heinz in Q3 2015 and held it in 10 quarters.
  • Obermeyer Wealth Partners's Kraft Heinz position peaked at $337K in Q1 2016.
  • 1,150 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2018, filed 7 May 2018.