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B. Riley Wealth Management’s J.M. Smucker SJM Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-276
Closed -$29K – 644
2015
Q2 		$29K Sell
276
-1,661
-86% -$192K 0.02% 535
2015
Q1 		$224K Sell
1,937
-70
-3% -$7.67K 0.17% 186
2014
Q4 		$202K Buy
2,007
+62
+3% +$6.28K 0.17% 158
2014
Q3 		$192K Sell
1,945
-94
-5% -$9.64K 0.14% 203
2014
Q2 		$217K Sell
2,039
-192
-9% -$19.3K 0.14% 195
2014
Q1 		$217K Buy
+2,231
New +$217K 0.16% 173

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 $2.9T AUM 29.55% 1-Year Est. Return
VCP
Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

B. Riley Wealth Management's SJM Position: Q3 2015 in Review

B. Riley Wealth Management sold out of J.M. Smucker (SJM) in Q3 2015, closing a stake of 276 shares — an estimated $29K sold.

B. Riley Wealth Management first reported a position in SJM in Q1 2014 and held it in 6 quarters. The position peaked at $224K in Q1 2015. 677 funds tracked by Wall St. Rank hold SJM as of Q3 2015.

  • B. Riley Wealth Management reported no remaining J.M. Smucker position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 276 J.M. Smucker shares in Q3 2015, an estimated $29K.
  • B. Riley Wealth Management first reported a position in J.M. Smucker in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's J.M. Smucker position peaked at $224K in Q1 2015.
  • 677 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.