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Archford Capital Strategies’s J.M. Smucker SJM Stock Holding History

Archford Capital Strategies’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
-3
Closed – – 660
2018
Q2 		$0 Hold
3
– – ﹤0.01% 735
2018
Q1 		$1K Buy
+3
New +$375 ﹤0.01% 602
2017
Q2 		– Sell
-3
Closed – – 549
2017
Q1 		$0 Hold
3
– – ﹤0.01% 761
2016
Q4 		$0 Hold
3
– – ﹤0.01% 735
2016
Q3 		$0 Hold
3
– – ﹤0.01% 709
2016
Q2 		$0 Buy
+3
New +$399 ﹤0.01% 765
2016
Q1 		– Sell
-3
Closed -$1K – 523
2015
Q4 		$1K Hold
3
– – ﹤0.01% 786
2015
Q3 		$0 Hold
3
– – ﹤0.01% 726
2015
Q2 		$0 Hold
3
– – ﹤0.01% 723
2015
Q1 		$347 Hold
3
– – ﹤0.01% 732
2014
Q4 		$0 Hold
3
– – ﹤0.01% 760
2014
Q3 		$0 Hold
3
– – ﹤0.01% 803
2014
Q2 		$319 Hold
3
– – ﹤0.01% 894
2014
Q1 		$292 Buy
+3
New +$292 ﹤0.01% 858

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

Archford Capital Strategies's SJM Position: Q3 2018 in Review

Archford Capital Strategies sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 3 shares.

Archford Capital Strategies first reported a position in SJM in Q1 2014 and held it in 14 quarters. The position peaked at $1K in Q1 2018. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Archford Capital Strategies reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 3 J.M. Smucker shares in Q3 2018.
  • Archford Capital Strategies first reported a position in J.M. Smucker in Q1 2014 and held it in 14 quarters.
  • Archford Capital Strategies's J.M. Smucker position peaked at $1K in Q1 2018.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.