Private Wealth Advisors (Pennsylvania)’s Kraft Heinz KHC Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 Q1	–	Sell	-7,069	Closed	-$550K	–	126
2017 Q4	$550K	Sell	7,069 -157	-2%	-$12.3K	0.21%	94
2017 Q3	$560K	Sell	7,226 -300	-4%	-$25.1K	0.23%	90
2017 Q2	$645K	Buy	7,526 +1,249	+20%	+$113K	0.28%	84
2017 Q1	$570K	Buy	6,277 +754	+14%	+$68K	0.26%	85
2016 Q4	$482K	Sell	5,523 -45	-0.8%	-$3.85K	0.22%	88
2016 Q3	$498K	Buy	5,568 +275	+5%	+$24.3K	0.24%	90
2016 Q2	$468K	Buy	5,293 +531	+11%	+$43.7K	0.23%	88
2016 Q1	$374K	Hold	4,762	–	–	0.2%	89
2015 Q4	$346K	Sell	4,762 -34	-0.7%	-$2.51K	0.19%	91
2015 Q3	$339K	Buy	+4,796	New	+$362K	0.17%	110

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Private Wealth Advisors (Pennsylvania)'s KHC Position: Q1 2018 in Review

Private Wealth Advisors (Pennsylvania) sold out of Kraft Heinz (KHC) in Q1 2018, closing a stake of 7,069 shares — an estimated $550K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in KHC in Q3 2015 and held it in 10 quarters. The position peaked at $645K in Q2 2017. 1,150 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

Private Wealth Advisors (Pennsylvania) reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 7,069 Kraft Heinz shares in Q1 2018, an estimated $550K.
Private Wealth Advisors (Pennsylvania) first reported a position in Kraft Heinz in Q3 2015 and held it in 10 quarters.
Private Wealth Advisors (Pennsylvania)'s Kraft Heinz position peaked at $645K in Q2 2017.
1,150 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2018, filed 9 May 2018.