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WMS Partners’s Kraft Heinz KHC Stock Holding History

WMS 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
2018
Q3 		– Sell
-3,265
Closed -$205K – 225
2018
Q2 		$205K Sell
3,265
-29
-0.9% -$1.72K 0.02% 210
2018
Q1 		$205K Sell
3,294
-100
-3% -$7.16K 0.02% 210
2017
Q4 		$264K Buy
3,394
+468
+16% +$36.8K 0.03% 198
2017
Q3 		$227K Sell
2,926
-58
-2% -$4.85K 0.03% 192
2017
Q2 		$256K Buy
+2,984
New +$271K 0.03% 182

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

WMS Partners's KHC Position: Q3 2018 in Review

WMS Partners sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 3,265 shares — an estimated $205K sold.

WMS Partners first reported a position in KHC in Q2 2017 and held it in 5 quarters. The position peaked at $264K in Q4 2017. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

  • WMS Partners reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
  • WMS Partners sold 3,265 Kraft Heinz shares in Q3 2018, an estimated $205K.
  • WMS Partners first reported a position in Kraft Heinz in Q2 2017 and held it in 5 quarters.
  • WMS Partners's Kraft Heinz position peaked at $264K in Q4 2017.
  • 1,156 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on WMS Partners's 13F filing for Q3 2018, filed 8 Nov 2018.