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Avidian Wealth Enterprises’s J.M. Smucker SJM Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-2,341
Closed -$307K – 97
2017
Q1 		$307K Buy
2,341
+391
+20% +$53.1K 0.12% 61
2016
Q4 		$250K Buy
+1,950
New +$253K 0.11% 66

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Avidian Wealth Enterprises's SJM Position: Q2 2017 in Review

Avidian Wealth Enterprises sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 2,341 shares — an estimated $307K sold.

Avidian Wealth Enterprises first reported a position in SJM in Q4 2016 and held it in 2 quarters. The position peaked at $307K in Q1 2017. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Avidian Wealth Enterprises reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,341 J.M. Smucker shares in Q2 2017, an estimated $307K.
  • Avidian Wealth Enterprises first reported a position in J.M. Smucker in Q4 2016 and held it in 2 quarters.
  • Avidian Wealth Enterprises's J.M. Smucker position peaked at $307K in Q1 2017.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2017, filed 14 Aug 2017.