DWM
THS

Destination Wealth Management’s Treehouse Foods THS Stock Holding History

Destination Wealth Management’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
Q2 		– Sell
-100
Closed -$4K – 637
2018
Q1 		$4K Buy
+100
New +$4.35K ﹤0.01% 473

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Destination Wealth Management's THS Position: Q2 2018 in Review

Destination Wealth Management sold out of Treehouse Foods (THS) in Q2 2018, closing a stake of 100 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in THS in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 256 funds tracked by Wall St. Rank hold THS as of Q2 2018.

  • Destination Wealth Management reported no remaining Treehouse Foods position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 100 Treehouse Foods shares in Q2 2018, an estimated $4K.
  • Destination Wealth Management first reported a position in Treehouse Foods in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Treehouse Foods position peaked at $4K in Q1 2018.
  • 256 funds tracked by Wall St. Rank held Treehouse Foods as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.