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Advocacy Wealth Management Services’s J.M. Smucker SJM Stock Holding History

Advocacy Wealth Management Services’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
2016
Q4 		– Sell
-200
Closed -$27K – 374
2016
Q3 		$27K Sell
200
-100
-33% -$14.7K 0.01% 162
2016
Q2 		$46K Hold
300
– – 0.02% 151
2016
Q1 		$39K Buy
+300
New +$37.8K 0.03% 207

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advocacy Wealth Management Services's SJM Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 200 shares — an estimated $27K sold.

Advocacy Wealth Management Services first reported a position in SJM in Q1 2016 and held it in 3 quarters. The position peaked at $46K in Q2 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 200 J.M. Smucker shares in Q4 2016, an estimated $27K.
  • Advocacy Wealth Management Services first reported a position in J.M. Smucker in Q1 2016 and held it in 3 quarters.
  • Advocacy Wealth Management Services's J.M. Smucker position peaked at $46K in Q2 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.