LF
THS

Lee Financial’s Treehouse Foods THS Stock Holding History

Lee Financial’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
-125
Closed -$8K – 501
2017
Q3 		$8K Hold
125
– – ﹤0.01% 380
2017
Q2 		$10K Hold
125
– – ﹤0.01% 326
2017
Q1 		$11K Hold
125
– – ﹤0.01% 263
2016
Q4 		$9K Buy
+125
New +$9.55K 0.01% 308

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
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 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 $2.9T AUM 29.55% 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

Lee Financial's THS Position: Q4 2017 in Review

Lee Financial sold out of Treehouse Foods (THS) in Q4 2017, closing a stake of 125 shares — an estimated $8K sold.

Lee Financial first reported a position in THS in Q4 2016 and held it in 4 quarters. The position peaked at $11K in Q1 2017. 255 funds tracked by Wall St. Rank hold THS as of Q4 2017.

  • Lee Financial reported no remaining Treehouse Foods position as of Q4 2017 after selling out during the quarter.
  • Lee Financial sold 125 Treehouse Foods shares in Q4 2017, an estimated $8K.
  • Lee Financial first reported a position in Treehouse Foods in Q4 2016 and held it in 4 quarters.
  • Lee Financial's Treehouse Foods position peaked at $11K in Q1 2017.
  • 255 funds tracked by Wall St. Rank held Treehouse Foods as of Q4 2017.

Based on Lee Financial's 13F filing for Q4 2017, filed 9 Feb 2018.