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BB&T Investment Services’s J.M. Smucker SJM Stock Holding History

BB&T Investment Services’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
Q4 		$2.49M Buy
20,109
+1,203
+6% +$134K 0.42% 58
2017
Q3 		$1.98M Buy
18,906
+8,303
+78% +$948K 0.4% 56
2017
Q2 		$1.25M Buy
10,603
+4,168
+65% +$527K 0.31% 70
2017
Q1 		$845K Buy
6,435
+4,889
+316% +$664K 0.33% 62
2016
Q4 		$199K Buy
+1,546
New +$200K 0.15% 154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BB&T Investment Services's SJM Position: Q4 2017 in Review

BB&T Investment Services increased its J.M. Smucker (SJM) stake by 6.4% in Q4 2017, buying an estimated $134K and bringing the position to 20,109 shares worth $2.49M. The position accounts for 0.42% of the portfolio, ranked #58.

BB&T Investment Services first reported a position in SJM in Q4 2016 and has held it in 5 quarters since. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • BB&T Investment Services held 20,109 shares of J.M. Smucker worth $2.49M as of Q4 2017.
  • BB&T Investment Services bought 1,203 J.M. Smucker shares in Q4 2017, an estimated $134K.
  • J.M. Smucker made up 0.42% of BB&T Investment Services's portfolio in Q4 2017, its #58 holding.
  • BB&T Investment Services first reported a position in J.M. Smucker in Q4 2016 and has held it in 5 quarters since.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.