IPC
THS

Independent Portfolio Consultants’s Treehouse Foods THS Stock Holding History

Independent Portfolio Consultants’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 		$54K Sell
658
-522
-44% -$42.7K 0.02% 507
2017
Q1 		$100K Sell
1,180
-460
-28% -$36.9K 0.03% 452
2016
Q4 		$118K Buy
+1,640
New +$125K 0.04% 415

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 $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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 $3.37T AUM 44.26% 1-Year Est. Return

Independent Portfolio Consultants's THS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Treehouse Foods (THS) stake by 44% in Q2 2017, selling an estimated $42.7K and leaving 658 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #507.

Independent Portfolio Consultants first reported a position in THS in Q4 2016 and has held it in 3 quarters since. The position peaked at $118K in Q4 2016. 286 funds tracked by Wall St. Rank hold THS as of Q2 2017.

  • Independent Portfolio Consultants held 658 shares of Treehouse Foods worth $54K as of Q2 2017.
  • Independent Portfolio Consultants sold 522 Treehouse Foods shares in Q2 2017, an estimated $42.7K.
  • Treehouse Foods made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #507 holding.
  • Independent Portfolio Consultants first reported a position in Treehouse Foods in Q4 2016 and has held it in 3 quarters since.
  • Independent Portfolio Consultants's Treehouse Foods position peaked at $118K in Q4 2016.
  • 286 funds tracked by Wall St. Rank held Treehouse Foods as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.