Taylor Wealth Management Partners’s Kraft Heinz KHC Stock Holding History

Taylor Wealth Management 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
2018 Q1	–	Sell	-200	Closed	-$16K	–	145
2017 Q4	$16K	Hold	200	–	–	0.01%	116
2017 Q3	$16K	Sell	200 -250	-56%	-$20.9K	0.01%	119
2017 Q2	$39K	Hold	450	–	–	0.02%	105
2017 Q1	$41K	Hold	450	–	–	0.02%	107
2016 Q4	$39K	Hold	450	–	–	0.02%	105
2016 Q3	$40K	Hold	450	–	–	0.02%	95
2016 Q2	$40K	Hold	450	–	–	0.02%	93
2016 Q1	$35K	Buy	450 +250	+125%	+$18.7K	0.02%	91
2015 Q4	$15K	Hold	200	–	–	0.01%	105
2015 Q3	$14K	Buy	+200	New	+$15.1K	0.01%	114

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

Taylor Wealth Management Partners's KHC Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of Kraft Heinz (KHC) in Q1 2018, closing a stake of 200 shares — an estimated $16K sold.

Taylor Wealth Management Partners first reported a position in KHC in Q3 2015 and held it in 10 quarters. The position peaked at $41K in Q1 2017. 1,150 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 200 Kraft Heinz shares in Q1 2018, an estimated $16K.
Taylor Wealth Management Partners first reported a position in Kraft Heinz in Q3 2015 and held it in 10 quarters.
Taylor Wealth Management Partners's Kraft Heinz position peaked at $41K in Q1 2017.
1,150 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.