UFA
KHC icon

US Financial Advisors’s Kraft Heinz KHC Stock Holding History

US Financial 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
2016
Q2 		– Sell
-514
Closed -$40K – 229
2016
Q1 		$40K Sell
514
-1,660
-76% -$124K 0.07% 99
2015
Q4 		$158K Buy
2,174
+375
+21% +$27.7K 0.15% 73
2015
Q3 		$127K Buy
+1,799
New +$136K 0.21% 60

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

US Financial Advisors's KHC Position: Q2 2016 in Review

US Financial Advisors sold out of Kraft Heinz (KHC) in Q2 2016, closing a stake of 514 shares — an estimated $40K sold.

US Financial Advisors first reported a position in KHC in Q3 2015 and held it in 3 quarters. The position peaked at $158K in Q4 2015. 1,122 funds tracked by Wall St. Rank hold KHC as of Q2 2016.

  • US Financial Advisors reported no remaining Kraft Heinz position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 514 Kraft Heinz shares in Q2 2016, an estimated $40K.
  • US Financial Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 3 quarters.
  • US Financial Advisors's Kraft Heinz position peaked at $158K in Q4 2015.
  • 1,122 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.