Physicians Financial Services’s Kraft Heinz KHC Stock Holding History

Physicians Financial Services’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	-10,281	Closed	-$631K	–	108
2018 Q1	$631K	Buy	10,281 +5,372	+109%	+$385K	0.5%	64
2017 Q4	$382K	Sell	4,909 -57	-1%	-$4.48K	0.29%	80
2017 Q3	$385K	Sell	4,966 -100	-2%	-$8.36K	0.31%	80
2017 Q2	$434K	Sell	5,066 -40	-0.8%	-$3.63K	0.37%	77
2017 Q1	$464K	Sell	5,106 -339	-6%	-$30.6K	0.4%	76
2016 Q4	$466K	Sell	5,445 -53	-1%	-$4.53K	0.38%	75
2016 Q3	$492K	Buy	5,498 +288	+6%	+$25.5K	0.41%	71
2016 Q2	$461K	Sell	5,210 -246	-5%	-$20.2K	0.4%	74
2016 Q1	$429K	Sell	5,456 -33	-0.6%	-$2.47K	0.39%	73
2015 Q4	$399K	Buy	+5,489	New	+$405K	0.37%	77

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Physicians Financial Services's KHC Position: Q2 2018 in Review

Physicians Financial Services sold out of Kraft Heinz (KHC) in Q2 2018, closing a stake of 10,281 shares — an estimated $631K sold.

Physicians Financial Services first reported a position in KHC in Q4 2015 and held it in 10 quarters. The position peaked at $631K in Q1 2018. 1,177 funds tracked by Wall St. Rank hold KHC as of Q2 2018.

Physicians Financial Services reported no remaining Kraft Heinz position as of Q2 2018 after selling out during the quarter.
Physicians Financial Services sold 10,281 Kraft Heinz shares in Q2 2018, an estimated $631K.
Physicians Financial Services first reported a position in Kraft Heinz in Q4 2015 and held it in 10 quarters.
Physicians Financial Services's Kraft Heinz position peaked at $631K in Q1 2018.
1,177 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2018.

Based on Physicians Financial Services's 13F filing for Q2 2018, filed 21 Aug 2018.