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O'Brien Wealth Partners’s Kraft Heinz KHC Stock Holding History

O'Brien 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
Q4 		– Sell
-20
Closed -$1K – 141
2018
Q3 		$1K Buy
+20
New +$1.2K ﹤0.01% 211
2018
Q2 		– Sell
-20
Closed -$1K – 144
2018
Q1 		$1K Buy
+20
New +$1.43K ﹤0.01% 178

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

O'Brien Wealth Partners's KHC Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Kraft Heinz (KHC) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

O'Brien Wealth Partners first reported a position in KHC in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 1,127 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Kraft Heinz position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 20 Kraft Heinz shares in Q4 2018, an estimated $1K.
  • O'Brien Wealth Partners first reported a position in Kraft Heinz in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Kraft Heinz position peaked at $1K in Q3 2018.
  • 1,127 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.