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

ARS 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
2019 Q3	–	Sell	-3,360	Closed	-$387K	–	111
2019 Q2	$387K	Buy	3,360 +175	+5%	+$21.4K	0.12%	72
2019 Q1	$371K	Hold	3,185	–	–	0.12%	78
2018 Q4	$298K	Buy	3,185 +113	+4%	+$11.8K	0.11%	85
2018 Q3	$315K	Hold	3,072	–	–	0.11%	86
2018 Q2	$330K	Hold	3,072	–	–	0.12%	80
2018 Q1	$381K	Hold	3,072	–	–	0.14%	79
2017 Q4	$382K	Hold	3,072	–	–	0.14%	82
2017 Q3	$322K	Hold	3,072	–	–	0.13%	86
2017 Q2	$364K	Hold	3,072	–	–	0.15%	78
2017 Q1	$403K	Hold	3,072	–	–	0.17%	72
2016 Q4	$393K	Hold	3,072	–	–	0.18%	61
2016 Q3	$416K	Hold	3,072	–	–	0.18%	57
2016 Q2	$468K	Hold	3,072	–	–	0.2%	53
2016 Q1	$399K	Hold	3,072	–	–	0.19%	49
2015 Q4	$379K	Hold	3,072	–	–	0.2%	51
2015 Q3	$350K	Hold	3,072	–	–	0.18%	47
2015 Q2	$333K	Hold	3,072	–	–	0.15%	50
2015 Q1	$356K	Hold	3,072	–	–	0.15%	51
2014 Q4	$310K	Hold	3,072	–	–	0.13%	53
2014 Q3	$304K	Hold	3,072	–	–	0.14%	48
2014 Q2	$327K	Buy	+3,072	New	+$308K	0.16%	45

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return