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Shepherd Financial Partners’s The Kraft Heinz Company KHC Stock Holding History

Shepherd Financial Partners’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
2017
Q2 		– Sell
-2,243
Closed -$205K – 110
2017
Q1 		$205K Buy
+2,243
New +$202K 0.05% 102

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State Street
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Bank of America
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Invesco
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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
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Norges Bank
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Shepherd Financial Partners's KHC Position: Q2 2017 in Review

Shepherd Financial Partners sold out of The Kraft Heinz Company (KHC) in Q2 2017, closing a stake of 2,243 shares — an estimated $205K sold.

Shepherd Financial Partners first reported a position in KHC in Q1 2017 and held it in 1 quarter. The position peaked at $205K in Q1 2017. 1,203 funds tracked by Wall St. Rank hold KHC as of Q2 2017.

  • Shepherd Financial Partners reported no remaining The Kraft Heinz Company position as of Q2 2017 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,243 The Kraft Heinz Company shares in Q2 2017, an estimated $205K.
  • Shepherd Financial Partners first reported a position in The Kraft Heinz Company in Q1 2017 and held it in 1 quarter.
  • Shepherd Financial Partners's The Kraft Heinz Company position peaked at $205K in Q1 2017.
  • 1,203 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2017.

Based on Shepherd Financial Partners's 13F filing for Q2 2017, filed 14 Aug 2017.