OFW
WWAV

Omnia Family Wealth’s The WhiteWave Foods Company WWAV Stock Holding History

Omnia Family Wealth’s Portfolio WWAV Stock Details WWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-84
Closed -$5K – 768
2017
Q1 		$5K Hold
84
– – ﹤0.01% 418
2016
Q4 		$5K Buy
+84
New +$4.6K ﹤0.01% 409

Other funds holding WWAV

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Omnia Family Wealth's WWAV Position: Q2 2017 in Review

Omnia Family Wealth sold out of The WhiteWave Foods Company (WWAV) in Q2 2017, closing a stake of 84 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in WWAV in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 4 funds tracked by Wall St. Rank hold WWAV as of Q2 2017.

  • Omnia Family Wealth reported no remaining The WhiteWave Foods Company position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 84 The WhiteWave Foods Company shares in Q2 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in The WhiteWave Foods Company in Q4 2016 and held it in 2 quarters.
  • Omnia Family Wealth's The WhiteWave Foods Company position peaked at $5K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held The WhiteWave Foods Company as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.