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Bell Bank’s J.M. Smucker SJM Stock Holding History

Bell Bank’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
2014
Q3 		– Sell
-2,046
Closed -$218K – 165
2014
Q2 		$218K Sell
2,046
-763
-27% -$76.6K 0.15% 157
2014
Q1 		$273K Sell
2,809
-1,130
-29% -$110K 0.18% 155
2013
Q4 		$408K Sell
3,939
-5,960
-60% -$632K 0.21% 158
2013
Q3 		$1.04M Sell
9,899
-995
-9% -$108K 0.36% 116
2013
Q2 		$1.12M Buy
+10,894
New +$1.11M 0.39% 104

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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Bell Bank's SJM Position: Q3 2014 in Review

Bell Bank sold out of J.M. Smucker (SJM) in Q3 2014, closing a stake of 2,046 shares — an estimated $218K sold.

Bell Bank first reported a position in SJM in Q2 2013 and held it in 5 quarters. The position peaked at $1.12M in Q2 2013. 598 funds tracked by Wall St. Rank hold SJM as of Q3 2014.

  • Bell Bank reported no remaining J.M. Smucker position as of Q3 2014 after selling out during the quarter.
  • Bell Bank sold 2,046 J.M. Smucker shares in Q3 2014, an estimated $218K.
  • Bell Bank first reported a position in J.M. Smucker in Q2 2013 and held it in 5 quarters.
  • Bell Bank's J.M. Smucker position peaked at $1.12M in Q2 2013.
  • 598 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2014.

Based on Bell Bank's 13F filing for Q3 2014, filed 24 Oct 2014.