River Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

River Wealth Advisors’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
2019 Q1	–	Sell	-1,085	Closed	-$47K	–	340
2018 Q4	$47K	Sell	1,085 -985	-48%	-$51K	0.02%	252
2018 Q3	$114K	Sell	2,070 -790	-28%	-$47.2K	0.04%	195
2018 Q2	$180K	Sell	2,860 -1,984	-41%	-$118K	0.07%	166
2018 Q1	$302K	Sell	4,844 -425	-8%	-$30.4K	0.13%	138
2017 Q4	$410K	Buy	5,269 +185	+4%	+$14.5K	0.17%	125
2017 Q3	$394K	Buy	5,084 +425	+9%	+$35.5K	0.18%	128
2017 Q2	$399K	Buy	4,659 +415	+10%	+$37.6K	0.19%	125
2017 Q1	$385K	Buy	4,244 +1,175	+38%	+$106K	0.19%	124
2016 Q4	$268K	Buy	+3,069	New	+$263K	0.14%	135

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

River Wealth Advisors's KHC Position: Q1 2019 in Review

River Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q1 2019, closing a stake of 1,085 shares — an estimated $47K sold.

River Wealth Advisors first reported a position in KHC in Q4 2016 and held it in 9 quarters. The position peaked at $410K in Q4 2017. 978 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

River Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 1,085 The Kraft Heinz Company shares in Q1 2019, an estimated $47K.
River Wealth Advisors first reported a position in The Kraft Heinz Company in Q4 2016 and held it in 9 quarters.
River Wealth Advisors's The Kraft Heinz Company position peaked at $410K in Q4 2017.
978 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.