WFG Advisors’s Kraft Heinz KHC Stock Holding History

WFG 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
2017 Q2	$376K	Buy	4,385 +517	+13%	+$46.9K	0.09%	249
2017 Q1	$351K	Sell	3,868 -3,373	-47%	-$304K	0.09%	231
2016 Q4	$632K	Sell	7,241 -11	-0.2%	-$941	0.15%	173
2016 Q3	$649K	Buy	7,252 +4	+0.1%	+$354	0.16%	150
2016 Q2	$641K	Sell	7,248 -420	-5%	-$34.6K	0.17%	145
2016 Q1	$602K	Sell	7,668 -1,293	-14%	-$96.8K	0.17%	143
2015 Q4	$652K	Buy	8,961 +3,154	+54%	+$233K	0.19%	130
2015 Q3	$410K	Buy	+5,807	New	+$438K	0.13%	176

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

WFG Advisors's KHC Position: Q2 2017 in Review

WFG Advisors increased its Kraft Heinz (KHC) stake by 13% in Q2 2017, buying an estimated $46.9K and bringing the position to 4,385 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #249.

WFG Advisors first reported a position in KHC in Q3 2015 and has held it in 8 quarters since. The position peaked at $652K in Q4 2015. 1,203 funds tracked by Wall St. Rank hold KHC as of Q2 2017.

WFG Advisors held 4,385 shares of Kraft Heinz worth $376K as of Q2 2017.
WFG Advisors bought 517 Kraft Heinz shares in Q2 2017, an estimated $46.9K.
Kraft Heinz made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #249 holding.
WFG Advisors first reported a position in Kraft Heinz in Q3 2015 and has held it in 8 quarters since.
WFG Advisors's Kraft Heinz position peaked at $652K in Q4 2015.
1,203 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.