KJWM
THS

Kiley Juergens Wealth Management’s Treehouse Foods THS Stock Holding History

Kiley Juergens 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
Q4 		– Sell
-2
Closed – – 579
2018
Q3 		$0 Hold
2
– – ﹤0.01% 749
2018
Q2 		$0 Buy
+2
New +$91 ﹤0.01% 687
2018
Q1 		– Sell
-2
Closed – – 542
2017
Q4 		$0 Buy
+2
New +$107 ﹤0.01% 700

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kiley Juergens Wealth Management's THS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Treehouse Foods (THS) in Q4 2018, closing a stake of 2 shares.

Kiley Juergens Wealth Management first reported a position in THS in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 262 funds tracked by Wall St. Rank hold THS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Treehouse Foods position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 2 Treehouse Foods shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Treehouse Foods in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Treehouse Foods position peaked at $0 in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Treehouse Foods as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.