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Parasol Investment Management’s Kraft Heinz KHC Stock Holding History

Parasol Investment 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
2017
Q1 		$124K Sell
1,365
-851
-38% -$76.7K 0.2% 39
2016
Q4 		$194K Sell
2,216
-60
-3% -$5.13K 0.2% 61
2016
Q3 		$204K Sell
2,276
-490
-18% -$43.4K 0.21% 59
2016
Q2 		$245K Sell
2,766
-275
-9% -$22.6K 0.26% 57
2016
Q1 		$239K Sell
3,041
-124
-4% -$9.28K 0.23% 50
2015
Q4 		$230K Sell
3,165
-1,375
-30% -$101K 0.22% 48
2015
Q3 		$320K Buy
+4,540
New +$343K 0.29% 42

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Parasol Investment Management's KHC Position: Q1 2017 in Review

Parasol Investment Management reduced its Kraft Heinz (KHC) stake by 38% in Q1 2017, selling an estimated $76.7K and leaving 1,365 shares worth $124K. The position accounts for 0.2% of the portfolio, ranked #39.

Parasol Investment Management first reported a position in KHC in Q3 2015 and has held it in 7 quarters since. The position peaked at $320K in Q3 2015. 1,206 funds tracked by Wall St. Rank hold KHC as of Q1 2017.

  • Parasol Investment Management held 1,365 shares of Kraft Heinz worth $124K as of Q1 2017.
  • Parasol Investment Management sold 851 Kraft Heinz shares in Q1 2017, an estimated $76.7K.
  • Kraft Heinz made up 0.2% of Parasol Investment Management's portfolio in Q1 2017, its #39 holding.
  • Parasol Investment Management first reported a position in Kraft Heinz in Q3 2015 and has held it in 7 quarters since.
  • Parasol Investment Management's Kraft Heinz position peaked at $320K in Q3 2015.
  • 1,206 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.