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

Ancora Family 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
2016
Q3 		$14.9M Sell
109,913
-14,634
-12% -$2.15M 5.08% 1
2016
Q2 		$19M Buy
124,547
+67,755
+119% +$9.01M 7.19% 1
2016
Q1 		$7.37M Sell
56,792
-1,289
-2% -$162K 3% 2
2015
Q4 		$7.16M Sell
58,081
-77,209
-57% -$9.2M 3.06% 2
2015
Q3 		$15.4M Buy
+135,290
New +$15.1M 6.43% 1

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ancora Family Wealth Advisors's SJM Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its J.M. Smucker (SJM) stake by 12% in Q3 2016, selling an estimated $2.15M and leaving 109,913 shares worth $14.9M. The position accounts for 5.08% of the portfolio, ranked #1.

Ancora Family Wealth Advisors first reported a position in SJM in Q3 2015 and has held it in 5 quarters since. The position peaked at $19M in Q2 2016. 747 funds tracked by Wall St. Rank hold SJM as of Q3 2016.

  • Ancora Family Wealth Advisors held 109,913 shares of J.M. Smucker worth $14.9M as of Q3 2016.
  • Ancora Family Wealth Advisors sold 14,634 J.M. Smucker shares in Q3 2016, an estimated $2.15M.
  • J.M. Smucker made up 5.08% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #1 holding.
  • Ancora Family Wealth Advisors first reported a position in J.M. Smucker in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's J.M. Smucker position peaked at $19M in Q2 2016.
  • 747 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.