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Baltimore-Washington Financial Advisors’s J.M. Smucker SJM Stock Holding History

Baltimore-Washington Financial 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
2015
Q4 		– Sell
-1,945
Closed -$221K – 227
2015
Q3 		$221K Hold
1,945
– – 0.07% 91
2015
Q2 		$210K Hold
1,945
– – 0.06% 95
2015
Q1 		$225K Hold
1,945
– – 0.07% 95
2014
Q4 		$196K Hold
1,945
– – 0.06% 101
2014
Q3 		$193K Hold
1,945
– – 0.06% 100
2014
Q2 		$207K Hold
1,945
– – 0.06% 108
2014
Q1 		$189K Hold
1,945
– – 0.06% 95
2013
Q4 		$202K Buy
+1,945
New +$206K 0.07% 106

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
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
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SJM Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of J.M. Smucker (SJM) in Q4 2015, closing a stake of 1,945 shares — an estimated $221K sold.

Baltimore-Washington Financial Advisors first reported a position in SJM in Q4 2013 and held it in 8 quarters. The position peaked at $225K in Q1 2015. 706 funds tracked by Wall St. Rank hold SJM as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining J.M. Smucker position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,945 J.M. Smucker shares in Q4 2015, an estimated $221K.
  • Baltimore-Washington Financial Advisors first reported a position in J.M. Smucker in Q4 2013 and held it in 8 quarters.
  • Baltimore-Washington Financial Advisors's J.M. Smucker position peaked at $225K in Q1 2015.
  • 706 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.