CFFP
THS

Center for Financial Planning’s Treehouse Foods THS Stock Holding History

Center for Financial Planning’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
2020
Q1 		– Sell
-450
Closed -$22K – 600
2019
Q4 		$22K Buy
+450
New +$23K 0.01% 253

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 $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Center for Financial Planning's THS Position: Q1 2020 in Review

Center for Financial Planning sold out of Treehouse Foods (THS) in Q1 2020, closing a stake of 450 shares — an estimated $22K sold.

Center for Financial Planning first reported a position in THS in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 239 funds tracked by Wall St. Rank hold THS as of Q1 2020.

  • Center for Financial Planning reported no remaining Treehouse Foods position as of Q1 2020 after selling out during the quarter.
  • Center for Financial Planning sold 450 Treehouse Foods shares in Q1 2020, an estimated $22K.
  • Center for Financial Planning first reported a position in Treehouse Foods in Q4 2019 and held it in 1 quarter.
  • Center for Financial Planning's Treehouse Foods position peaked at $22K in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2020.

Based on Center for Financial Planning's 13F filing for Q1 2020, filed 11 May 2020.