Pinnacle Wealth Management Advisory Group’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,939
Closed -$229K 148
2017
Q4
$229K Hold
2,939
0.13% 129
2017
Q3
$228K Hold
2,939
0.13% 133
2017
Q2
$252K Sell
2,939
-50
-2% -$4.53K 0.16% 125
2017
Q1
$271K Sell
2,989
-566
-16% -$51K 0.19% 107
2016
Q4
$310K Hold
3,555
0.22% 94
2016
Q3
$318K Sell
3,555
-400
-10% -$35.4K 0.24% 92
2016
Q2
$350K Sell
3,955
-133
-3% -$10.9K 0.28% 85
2016
Q1
$321K Sell
4,088
-622
-13% -$46.5K 0.29% 83
2015
Q4
$343K Buy
4,710
+269
+6% +$19.8K 0.31% 76
2015
Q3
$313K Buy
+4,441
New +$335K 0.3% 75

Other funds holding KHC

Pinnacle Wealth Management Advisory Group's KHC Position: Q1 2018 in Review

Pinnacle Wealth Management Advisory Group sold out of Kraft Heinz (KHC) in Q1 2018, closing a stake of 2,939 shares — an estimated $229K sold.

Pinnacle Wealth Management Advisory Group first reported a position in KHC in Q3 2015 and held it in 10 quarters. The position peaked at $350K in Q2 2016. 1,150 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • Pinnacle Wealth Management Advisory Group reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 2,939 Kraft Heinz shares in Q1 2018, an estimated $229K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Kraft Heinz in Q3 2015 and held it in 10 quarters.
  • Pinnacle Wealth Management Advisory Group's Kraft Heinz position peaked at $350K in Q2 2016.
  • 1,150 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2018, filed 15 May 2018.