APP
THS

Avantax Planning Partners’s Treehouse Foods THS Stock Holding History

Avantax Planning Partners’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$10K – 1104
2018
Q3 		$10K Buy
+200
New +$10.3K ﹤0.01% 884
2018
Q2 		– Sell
-62
Closed -$2K – 1355
2018
Q1 		$2K Buy
+62
New +$2.7K ﹤0.01% 1631

Other funds holding THS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's THS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Treehouse Foods (THS) in Q4 2018, closing a stake of 200 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in THS in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 262 funds tracked by Wall St. Rank hold THS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Treehouse Foods position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 200 Treehouse Foods shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Treehouse Foods in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Treehouse Foods position peaked at $10K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Treehouse Foods as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.