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Pinnacle Summer Investments’s Kraft Heinz KHC Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$176K Sell
2,422
-199
-8% -$14.7K 0.03% 221
2015
Q3 		$188K Buy
+2,621
New +$198K 0.03% 290

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Pinnacle Summer Investments's KHC Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its Kraft Heinz (KHC) stake by 7.6% in Q4 2015, selling an estimated $14.7K and leaving 2,422 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #221.

Pinnacle Summer Investments first reported a position in KHC in Q3 2015 and has held it in 2 quarters since. The position peaked at $188K in Q3 2015. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2015.

  • Pinnacle Summer Investments held 2,422 shares of Kraft Heinz worth $176K as of Q4 2015.
  • Pinnacle Summer Investments sold 199 Kraft Heinz shares in Q4 2015, an estimated $14.7K.
  • Kraft Heinz made up 0.03% of Pinnacle Summer Investments's portfolio in Q4 2015, its #221 holding.
  • Pinnacle Summer Investments first reported a position in Kraft Heinz in Q3 2015 and has held it in 2 quarters since.
  • Pinnacle Summer Investments's Kraft Heinz position peaked at $188K in Q3 2015.
  • 1,050 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.