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Avantax Planning Partners’s J.M. Smucker SJM Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-1,006
Closed -$103K – 1035
2018
Q3 		$103K Buy
+1,006
New +$110K 0.01% 342
2018
Q2 		– Sell
-789
Closed -$98K – 1268
2018
Q1 		$98K Buy
+789
New +$98.5K 0.01% 410

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's SJM Position: Q4 2018 in Review

Avantax Planning Partners sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 1,006 shares — an estimated $103K sold.

Avantax Planning Partners first reported a position in SJM in Q1 2018 and held it in 2 quarters. The position peaked at $103K in Q3 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Avantax Planning Partners reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,006 J.M. Smucker shares in Q4 2018, an estimated $103K.
  • Avantax Planning Partners first reported a position in J.M. Smucker in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's J.M. Smucker position peaked at $103K in Q3 2018.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.