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Pacific Wealth Strategies Group’s Kraft Heinz KHC Stock Holding History

Pacific Wealth Strategies Group’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
Q2 		– Sell
-6,374
Closed -$397K – 82
2018
Q1 		$397K Sell
6,374
-7,016
-52% -$502K 0.28% 72
2017
Q4 		$1.04M Buy
13,390
+3,424
+34% +$269K 0.74% 49
2017
Q3 		$773K Buy
9,966
+1,053
+12% +$88.1K 0.61% 49
2017
Q2 		$763K Buy
8,913
+4,398
+97% +$399K 0.65% 48
2017
Q1 		$410K Buy
+4,515
New +$407K 0.36% 59

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Pacific Wealth Strategies Group's KHC Position: Q2 2018 in Review

Pacific Wealth Strategies Group sold out of Kraft Heinz (KHC) in Q2 2018, closing a stake of 6,374 shares — an estimated $397K sold.

Pacific Wealth Strategies Group first reported a position in KHC in Q1 2017 and held it in 5 quarters. The position peaked at $1.04M in Q4 2017. 1,178 funds tracked by Wall St. Rank hold KHC as of Q2 2018.

  • Pacific Wealth Strategies Group reported no remaining Kraft Heinz position as of Q2 2018 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 6,374 Kraft Heinz shares in Q2 2018, an estimated $397K.
  • Pacific Wealth Strategies Group first reported a position in Kraft Heinz in Q1 2017 and held it in 5 quarters.
  • Pacific Wealth Strategies Group's Kraft Heinz position peaked at $1.04M in Q4 2017.
  • 1,178 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2018.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2018, filed 6 Mar 2019.