Banyan Partners’s J.M. Smucker SJM Stock Holding History

Banyan 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
2013 Q4	–	Sell	-2,367	Closed	-$249K	–	443
2013 Q3	$249K	Buy	+2,367	New	+$256K	0.02%	287

Other funds holding SJM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Banyan Partners's SJM Position: Q4 2013 in Review

Banyan Partners sold out of J.M. Smucker (SJM) in Q4 2013, closing a stake of 2,367 shares — an estimated $249K sold.

Banyan Partners first reported a position in SJM in Q3 2013 and held it in 1 quarter. The position peaked at $249K in Q3 2013. 605 funds tracked by Wall St. Rank hold SJM as of Q4 2013.

Banyan Partners reported no remaining J.M. Smucker position as of Q4 2013 after selling out during the quarter.
Banyan Partners sold 2,367 J.M. Smucker shares in Q4 2013, an estimated $249K.
Banyan Partners first reported a position in J.M. Smucker in Q3 2013 and held it in 1 quarter.
Banyan Partners's J.M. Smucker position peaked at $249K in Q3 2013.
605 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.