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	0.06%	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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthSource Partners's KHC Position: Q3 2019 in Review

WealthSource Partners sold out of Kraft Heinz (KHC) in Q3 2019, closing a stake of 12,865 shares — an estimated $399K sold.

WealthSource Partners first reported a position in KHC in Q3 2017 and held it in 6 quarters. The position peaked at $443K in Q3 2017. 846 funds tracked by Wall St. Rank hold KHC as of Q3 2019.

WealthSource Partners reported no remaining Kraft Heinz position as of Q3 2019 after selling out during the quarter.
WealthSource Partners sold 12,865 Kraft Heinz shares in Q3 2019, an estimated $399K.
WealthSource Partners first reported a position in Kraft Heinz in Q3 2017 and held it in 6 quarters.
WealthSource Partners's Kraft Heinz position peaked at $443K in Q3 2017.
846 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.