SMFS
THS

Squar Milner Financial Services’s Treehouse Foods THS Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-94
Closed -$4K – 667
2020
Q1 		$4K Hold
94
– – ﹤0.01% 625
2019
Q4 		$4K Buy
+94
New +$4.81K ﹤0.01% 673
2019
Q3 		– Sell
-60
Closed -$3K – 665
2019
Q2 		$3K Sell
60
-48
-44% -$2.8K ﹤0.01% 690
2019
Q1 		$6K Hold
108
– – ﹤0.01% 644
2018
Q4 		$5K Hold
108
– – ﹤0.01% 574
2018
Q3 		$5K Hold
108
– – ﹤0.01% 621
2018
Q2 		$6K Buy
+108
New +$4.89K 0.01% 672

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $93.1B AUM 28.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Squar Milner Financial Services's THS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Treehouse Foods (THS) in Q2 2020, closing a stake of 94 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in THS in Q2 2018 and held it in 7 quarters. The position peaked at $6K in Q1 2019. 276 funds tracked by Wall St. Rank hold THS as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Treehouse Foods position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 94 Treehouse Foods shares in Q2 2020, an estimated $4K.
  • Squar Milner Financial Services first reported a position in Treehouse Foods in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Treehouse Foods position peaked at $6K in Q1 2019.
  • 276 funds tracked by Wall St. Rank held Treehouse Foods as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.