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Acorn Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-152
Closed -$16K – 385
2018
Q2 		$16K Buy
152
+1
+0.7% +$112 0.01% 432
2018
Q1 		$17K Hold
151
– – 0.01% 416
2017
Q4 		$19K Buy
+151
New +$16.8K 0.02% 391

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Acorn Wealth Advisors's SJM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 152 shares — an estimated $16K sold.

Acorn Wealth Advisors first reported a position in SJM in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 152 J.M. Smucker shares in Q3 2018, an estimated $16K.
  • Acorn Wealth Advisors first reported a position in J.M. Smucker in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's J.M. Smucker position peaked at $19K in Q4 2017.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.