Gary Goldberg Planning Services’s Treehouse Foods THS Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$51K	Hold	595	–	–	0.02%	213
2014 Q3	$48K	Sell	595 -20	-3%	-$1.58K	0.02%	230
2014 Q2	$49K	Buy	+615	New	+$45.8K	0.02%	225

Other funds holding THS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gary Goldberg Planning Services's THS Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Treehouse Foods (THS) position steady in Q4 2014 at 595 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #213.

Gary Goldberg Planning Services first reported a position in THS in Q2 2014 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold THS as of Q4 2014.

Gary Goldberg Planning Services held 595 shares of Treehouse Foods worth $51K as of Q4 2014.
Gary Goldberg Planning Services left its Treehouse Foods share count unchanged in Q4 2014.
Treehouse Foods made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #213 holding.
Gary Goldberg Planning Services first reported a position in Treehouse Foods in Q2 2014 and has held it in 3 quarters since.
227 funds tracked by Wall St. Rank held Treehouse Foods as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.