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Alexandria Capital’s J.M. Smucker SJM Stock Holding History

Alexandria Capital’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
Q4 		– Sell
-500
Closed -$52K – 468
2017
Q3 		$52K Hold
500
– – 0.01% 233
2017
Q2 		$59K Hold
500
– – 0.01% 215
2017
Q1 		$66K Hold
500
– – 0.02% 200
2016
Q4 		$64K Hold
500
– – 0.02% 195
2016
Q3 		$68K Hold
500
– – 0.01% 215
2016
Q2 		$76K Hold
500
– – 0.01% 208
2016
Q1 		$65K Sell
500
-100
-17% -$12.6K 0.01% 226
2015
Q4 		$74K Buy
+600
New +$71.5K 0.02% 216

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alexandria Capital's SJM Position: Q4 2017 in Review

Alexandria Capital sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 500 shares — an estimated $52K sold.

Alexandria Capital first reported a position in SJM in Q4 2015 and held it in 8 quarters. The position peaked at $76K in Q2 2016. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Alexandria Capital reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Alexandria Capital sold 500 J.M. Smucker shares in Q4 2017, an estimated $52K.
  • Alexandria Capital first reported a position in J.M. Smucker in Q4 2015 and held it in 8 quarters.
  • Alexandria Capital's J.M. Smucker position peaked at $76K in Q2 2016.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.