EWM
THS

Evercore Wealth Management’s Treehouse Foods THS Stock Holding History

Evercore 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
2017
Q2 		– Sell
-375
Closed -$32K – 1037
2017
Q1 		$32K Sell
375
-540
-59% -$43.3K ﹤0.01% 678
2016
Q4 		$66K Buy
915
+195
+27% +$14.9K ﹤0.01% 558
2016
Q3 		$63K Buy
+720
New +$69.2K ﹤0.01% 562

Other funds holding THS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's THS Position: Q2 2017 in Review

Evercore Wealth Management sold out of Treehouse Foods (THS) in Q2 2017, closing a stake of 375 shares — an estimated $32K sold.

Evercore Wealth Management first reported a position in THS in Q3 2016 and held it in 3 quarters. The position peaked at $66K in Q4 2016. 286 funds tracked by Wall St. Rank hold THS as of Q2 2017.

  • Evercore Wealth Management reported no remaining Treehouse Foods position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 375 Treehouse Foods shares in Q2 2017, an estimated $32K.
  • Evercore Wealth Management first reported a position in Treehouse Foods in Q3 2016 and held it in 3 quarters.
  • Evercore Wealth Management's Treehouse Foods position peaked at $66K in Q4 2016.
  • 286 funds tracked by Wall St. Rank held Treehouse Foods as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.