Mariner Wealth Advisors (Cincinnati)’s Treehouse Foods THS Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$206K	Sell	4,300 -2,755	-39%	-$142K	0.01%	280
2018 Q2	$370K	Buy	7,055 +540	+8%	+$24.5K	0.02%	222
2018 Q1	$249K	Buy	6,515 +1,715	+36%	+$74.6K	0.02%	251
2017 Q4	$237K	Buy	4,800 +720	+18%	+$38.5K	0.01%	252
2017 Q3	$276K	Buy	4,080 +625	+18%	+$46.1K	0.02%	224
2017 Q2	$282K	Buy	+3,455	New	+$283K	0.02%	219

Other funds holding THS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $1.32B AUM 28.11% 1-Year Est. Return

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

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s THS Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Treehouse Foods (THS) stake by 39% in Q3 2018, selling an estimated $142K and leaving 4,300 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #280.

Mariner Wealth Advisors (Cincinnati) first reported a position in THS in Q2 2017 and has held it in 6 quarters since. The position peaked at $370K in Q2 2018. 264 funds tracked by Wall St. Rank hold THS as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 4,300 shares of Treehouse Foods worth $206K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 2,755 Treehouse Foods shares in Q3 2018, an estimated $142K.
Treehouse Foods made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #280 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Treehouse Foods in Q2 2017 and has held it in 6 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Treehouse Foods position peaked at $370K in Q2 2018.
264 funds tracked by Wall St. Rank held Treehouse Foods as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.