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Signature Estate & Investment Advisors’s Kraft Heinz KHC Stock Holding History

Signature Estate & Investment 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
2017
Q4 		– Sell
-1,304
Closed -$101K – 164
2017
Q3 		$101K Sell
1,304
-162,574
-99% -$13.6M 0.01% 145
2017
Q2 		$14M Buy
163,878
+11,546
+8% +$1.05M 1.66% 29
2017
Q1 		$13.8M Buy
152,332
+15,756
+12% +$1.42M 1.73% 26
2016
Q4 		$11.9M Buy
136,576
+12,709
+10% +$1.09M 1.65% 28
2016
Q3 		$11.1M Buy
+123,867
New +$11M 1.62% 26

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Signature Estate & Investment Advisors's KHC Position: Q4 2017 in Review

Signature Estate & Investment Advisors sold out of Kraft Heinz (KHC) in Q4 2017, closing a stake of 1,304 shares — an estimated $101K sold.

Signature Estate & Investment Advisors first reported a position in KHC in Q3 2016 and held it in 5 quarters. The position peaked at $14M in Q2 2017. 1,226 funds tracked by Wall St. Rank hold KHC as of Q4 2017.

  • Signature Estate & Investment Advisors reported no remaining Kraft Heinz position as of Q4 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 1,304 Kraft Heinz shares in Q4 2017, an estimated $101K.
  • Signature Estate & Investment Advisors first reported a position in Kraft Heinz in Q3 2016 and held it in 5 quarters.
  • Signature Estate & Investment Advisors's Kraft Heinz position peaked at $14M in Q2 2017.
  • 1,226 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2017, filed 2 Feb 2018.