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WealthSource Partners’s Kraft Heinz KHC Stock Holding History

WealthSource 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
2019
Q3 		– Sell
-12,865
Closed -$399K – 450
2019
Q2 		$399K Buy
12,865
+5,964
+86% +$188K 0.06% 279
2019
Q1 		$225K Sell
6,901
-3,349
-33% -$136K 0.05% 315
2018
Q4 		$441K Buy
10,250
+5,757
+128% +$298K 0.13% 164
2018
Q3 		$248K Buy
4,493
+1,298
+41% +$77.6K 0.07% 252
2018
Q2 		$201K Buy
+3,195
New +$190K 0.06% 285
2017
Q4 		– Sell
-5,714
Closed -$443K – 317
2017
Q3 		$443K Buy
+5,714
New +$478K 0.15% 149

Other funds holding KHC

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM