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SVA Wealth Management’s Hain Celestial HAIN Stock Holding History

SVA Wealth Management’s Portfolio HAIN Stock Details HAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-34,560
Closed -$1.23M – 204
2016
Q3 		$1.23M Sell
34,560
-16,600
-32% -$728K 0.19% 98
2016
Q2 		$2.54M Sell
51,160
-750
-1% -$34.7K 0.41% 72
2016
Q1 		$2.12M Buy
51,910
+14,421
+38% +$542K 0.35% 76
2015
Q4 		$1.51M Buy
37,489
+12,236
+48% +$555K 0.26% 95
2015
Q3 		$1.3M Buy
25,253
+1,000
+4% +$63.3K 0.24% 101
2015
Q2 		$1.6M Sell
24,253
-250
-1% -$15.8K 0.29% 91
2015
Q1 		$1.57M Buy
+24,503
New +$1.45M 0.29% 93

Other funds holding HAIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

SVA Wealth Management's HAIN Position: Q4 2016 in Review

SVA Wealth Management sold out of Hain Celestial (HAIN) in Q4 2016, closing a stake of 34,560 shares — an estimated $1.23M sold.

SVA Wealth Management first reported a position in HAIN in Q1 2015 and held it in 7 quarters. The position peaked at $2.54M in Q2 2016. 394 funds tracked by Wall St. Rank hold HAIN as of Q4 2016.

  • SVA Wealth Management reported no remaining Hain Celestial position as of Q4 2016 after selling out during the quarter.
  • SVA Wealth Management sold 34,560 Hain Celestial shares in Q4 2016, an estimated $1.23M.
  • SVA Wealth Management first reported a position in Hain Celestial in Q1 2015 and held it in 7 quarters.
  • SVA Wealth Management's Hain Celestial position peaked at $2.54M in Q2 2016.
  • 394 funds tracked by Wall St. Rank held Hain Celestial as of Q4 2016.

Based on SVA Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.