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1st Global Advisors’s J.M. Smucker SJM Stock Holding History

1st Global Advisors’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,485
Closed -$702K – 533
2016
Q4 		$702K Sell
5,485
-1,753
-24% -$227K 0.09% 188
2016
Q3 		$981K Buy
+7,238
New +$1.06M 0.13% 121

Other funds holding SJM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1st Global Advisors's SJM Position: Q1 2017 in Review

1st Global Advisors sold out of J.M. Smucker (SJM) in Q1 2017, closing a stake of 5,485 shares — an estimated $702K sold.

1st Global Advisors first reported a position in SJM in Q3 2016 and held it in 2 quarters. The position peaked at $981K in Q3 2016. 805 funds tracked by Wall St. Rank hold SJM as of Q1 2017.

  • 1st Global Advisors reported no remaining J.M. Smucker position as of Q1 2017 after selling out during the quarter.
  • 1st Global Advisors sold 5,485 J.M. Smucker shares in Q1 2017, an estimated $702K.
  • 1st Global Advisors first reported a position in J.M. Smucker in Q3 2016 and held it in 2 quarters.
  • 1st Global Advisors's J.M. Smucker position peaked at $981K in Q3 2016.
  • 805 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2017.

Based on 1st Global Advisors's 13F filing for Q1 2017, filed 9 May 2017.