Summit Asset Management’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,241
Closed -$203K 104
2017
Q1
$203K Buy
+2,241
New +$202K 0.12% 97
2016
Q4
Sell
-2,273
Closed -$203K 101
2016
Q3
$203K Buy
2,273
+1
+0% +$88 0.12% 93
2016
Q2
$201K Buy
+2,272
New +$187K 0.13% 93

Other funds holding KHC

Summit Asset Management's KHC Position: Q2 2017 in Review

Summit Asset Management sold out of Kraft Heinz (KHC) in Q2 2017, closing a stake of 2,241 shares — an estimated $203K sold.

Summit Asset Management first reported a position in KHC in Q2 2016 and held it in 3 quarters. The position peaked at $203K in Q1 2017. 1,203 funds tracked by Wall St. Rank hold KHC as of Q2 2017.

  • Summit Asset Management reported no remaining Kraft Heinz position as of Q2 2017 after selling out during the quarter.
  • Summit Asset Management sold 2,241 Kraft Heinz shares in Q2 2017, an estimated $203K.
  • Summit Asset Management first reported a position in Kraft Heinz in Q2 2016 and held it in 3 quarters.
  • Summit Asset Management's Kraft Heinz position peaked at $203K in Q1 2017.
  • 1,203 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2017.

Based on Summit Asset Management's 13F filing for Q2 2017, filed 7 Aug 2017.