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Beach Investment Counsel’s J.M. Smucker SJM Stock Holding History

Beach Investment Counsel’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
Q3 		– Sell
-6,170
Closed -$730K – 163
2017
Q2 		$730K Hold
6,170
– – 0.07% 99
2017
Q1 		$809K Hold
6,170
– – 0.09% 96
2016
Q4 		$790K Hold
6,170
– – 0.09% 99
2016
Q3 		$836K Buy
+6,170
New +$906K 0.1% 95

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beach Investment Counsel's SJM Position: Q3 2017 in Review

Beach Investment Counsel sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 6,170 shares — an estimated $730K sold.

Beach Investment Counsel first reported a position in SJM in Q3 2016 and held it in 4 quarters. The position peaked at $836K in Q3 2016. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Beach Investment Counsel reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • Beach Investment Counsel sold 6,170 J.M. Smucker shares in Q3 2017, an estimated $730K.
  • Beach Investment Counsel first reported a position in J.M. Smucker in Q3 2016 and held it in 4 quarters.
  • Beach Investment Counsel's J.M. Smucker position peaked at $836K in Q3 2016.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Beach Investment Counsel's 13F filing for Q3 2017, filed 27 Oct 2017.