OWP
KRFT

Obermeyer Wealth Partners’s KRAFT FOODS GROUP INC COM STK (VA) KRFT Stock Holding History

Obermeyer Wealth Partners’s Portfolio KRFT Stock Details KRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,350
Closed -$370K – 132
2015
Q2 		$370K Buy
4,350
+295
+7% +$25.4K 0.03% 97
2015
Q1 		$353K Buy
4,055
+454
+13% +$30K 0.03% 105
2014
Q4 		$226K Buy
+3,601
New +$211K 0.02% 129
2013
Q3 		– Sell
-2,605
Closed -$146K – 347
2013
Q2 		$146K Buy
+2,605
New +$140K 0.04% 65

Other funds holding KRFT

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
PRA
Parametric Risk Advisors Westport, Connecticut $1.48B AUM 25% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Obermeyer Wealth Partners's KRFT Position: Q3 2015 in Review

Obermeyer Wealth Partners sold out of KRAFT FOODS GROUP INC COM STK (VA) (KRFT) in Q3 2015, closing a stake of 4,350 shares — an estimated $370K sold.

Obermeyer Wealth Partners first reported a position in KRFT in Q2 2013 and held it in 4 quarters. The position peaked at $370K in Q2 2015. 21 funds tracked by Wall St. Rank hold KRFT as of Q3 2015.

  • Obermeyer Wealth Partners reported no remaining KRAFT FOODS GROUP INC COM STK (VA) position as of Q3 2015 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,350 KRAFT FOODS GROUP INC COM STK (VA) shares in Q3 2015, an estimated $370K.
  • Obermeyer Wealth Partners first reported a position in KRAFT FOODS GROUP INC COM STK (VA) in Q2 2013 and held it in 4 quarters.
  • Obermeyer Wealth Partners's KRAFT FOODS GROUP INC COM STK (VA) position peaked at $370K in Q2 2015.
  • 21 funds tracked by Wall St. Rank held KRAFT FOODS GROUP INC COM STK (VA) as of Q3 2015.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2015, filed 6 Nov 2015.