JMPWA
THS

JP Morgan Private Wealth Advisors’s Treehouse Foods THS Stock Holding History

JP Morgan Private Wealth Advisors’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
Q4 		– Sell
-3,025
Closed -$204K – 1327
2017
Q3 		$204K Buy
3,025
+240
+9% +$17.7K ﹤0.01% 1149
2017
Q2 		$227K Sell
2,785
-110
-4% -$9K ﹤0.01% 1110
2017
Q1 		$245K Sell
2,895
-111
-4% -$8.9K ﹤0.01% 1161
2016
Q4 		$217K Buy
3,006
+22
+0.7% +$1.68K ﹤0.01% 1132
2016
Q3 		$260K Sell
2,984
-27
-0.9% -$2.6K ﹤0.01% 1045
2016
Q2 		$309K Buy
3,011
+274
+10% +$25.3K ﹤0.01% 965
2016
Q1 		$237K Buy
+2,737
New +$219K ﹤0.01% 1025

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's THS Position: Q4 2017 in Review

JP Morgan Private Wealth Advisors sold out of Treehouse Foods (THS) in Q4 2017, closing a stake of 3,025 shares — an estimated $204K sold.

JP Morgan Private Wealth Advisors first reported a position in THS in Q1 2016 and held it in 7 quarters. The position peaked at $309K in Q2 2016. 255 funds tracked by Wall St. Rank hold THS as of Q4 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Treehouse Foods position as of Q4 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,025 Treehouse Foods shares in Q4 2017, an estimated $204K.
  • JP Morgan Private Wealth Advisors first reported a position in Treehouse Foods in Q1 2016 and held it in 7 quarters.
  • JP Morgan Private Wealth Advisors's Treehouse Foods position peaked at $309K in Q2 2016.
  • 255 funds tracked by Wall St. Rank held Treehouse Foods as of Q4 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.