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Wealthfront’s Kraft Heinz KHC Stock Holding History

Wealthfront’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
Q3 		– Sell
-6,449
Closed -$405K – 521
2018
Q2 		$405K Buy
6,449
+1,135
+21% +$67.4K ﹤0.01% 395
2018
Q1 		$331K Sell
5,314
-9,947
-65% -$712K ﹤0.01% 427
2017
Q4 		$1.19M Buy
15,261
+3,827
+33% +$301K 0.01% 200
2017
Q3 		$887K Sell
11,434
-2,276
-17% -$190K 0.01% 220
2017
Q2 		$1.17M Sell
13,710
-1,687
-11% -$153K 0.02% 135
2017
Q1 		$1.4M Buy
15,397
+4,326
+39% +$390K 0.02% 111
2016
Q4 		$967K Sell
11,071
-307
-3% -$26.3K 0.02% 121
2016
Q3 		$1.02M Buy
11,378
+2,560
+29% +$227K 0.02% 102
2016
Q2 		$780K Buy
8,818
+773
+10% +$63.6K 0.02% 116
2016
Q1 		$632K Buy
+8,045
New +$602K 0.02% 126
2015
Q4 		– Sell
-2,744
Closed -$194K – 691
2015
Q3 		$194K Buy
+2,744
New +$207K 0.01% 282

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 $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthfront's KHC Position: Q3 2018 in Review

Wealthfront sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 6,449 shares — an estimated $405K sold.

Wealthfront first reported a position in KHC in Q3 2015 and held it in 11 quarters. The position peaked at $1.4M in Q1 2017. 1,157 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

  • Wealthfront reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
  • Wealthfront sold 6,449 Kraft Heinz shares in Q3 2018, an estimated $405K.
  • Wealthfront first reported a position in Kraft Heinz in Q3 2015 and held it in 11 quarters.
  • Wealthfront's Kraft Heinz position peaked at $1.4M in Q1 2017.
  • 1,157 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.