WealthTrust-Arizona’s Kraft Heinz KHC Stock Holding History

WealthTrust-Arizona’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	-195	Closed	-$12K	–	707
2018 Q2	$12K	Sell	195 -69	-26%	-$4.09K	0.01%	367
2018 Q1	$16K	Sell	264 -13	-5%	-$931	0.01%	327
2017 Q4	$22K	Hold	277	–	–	0.01%	270
2017 Q3	$21K	Sell	277 -19	-6%	-$1.59K	0.01%	266
2017 Q2	$25K	Hold	296	–	–	0.01%	233
2017 Q1	$27K	Hold	296	–	–	0.01%	213
2016 Q4	$26K	Hold	296	–	–	0.01%	217
2016 Q3	$26K	Hold	296	–	–	0.02%	216
2016 Q2	$26K	Hold	296	–	–	0.02%	203
2016 Q1	$23K	Buy	296 +46	+18%	+$3.44K	0.01%	214
2015 Q4	$18K	Buy	250 +67	+37%	+$4.94K	0.01%	275
2015 Q3	$13K	Buy	+183	New	+$13.8K	0.01%	337

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WealthTrust-Arizona's KHC Position: Q3 2018 in Review

WealthTrust-Arizona sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 195 shares — an estimated $12K sold.

WealthTrust-Arizona first reported a position in KHC in Q3 2015 and held it in 12 quarters. The position peaked at $27K in Q1 2017. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

WealthTrust-Arizona reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
WealthTrust-Arizona sold 195 Kraft Heinz shares in Q3 2018, an estimated $12K.
WealthTrust-Arizona first reported a position in Kraft Heinz in Q3 2015 and held it in 12 quarters.
WealthTrust-Arizona's Kraft Heinz position peaked at $27K in Q1 2017.
1,156 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on WealthTrust-Arizona's 13F filing for Q3 2018, filed 17 Oct 2018.