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Bellwether Investment Group’s J.M. Smucker SJM Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-82
Closed -$11K – 516
2017
Q1 		$11K Sell
82
-447
-84% -$60.8K 0.03% 468
2016
Q4 		$68K Buy
+529
New +$68.6K 0.06% 231
2016
Q2 		$60K Buy
+395
New +$52.5K 0.07% 223

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellwether Investment Group's SJM Position: Q2 2017 in Review

Bellwether Investment Group sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 82 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in SJM in Q2 2016 and held it in 3 quarters. The position peaked at $68K in Q4 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Bellwether Investment Group reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 82 J.M. Smucker shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in J.M. Smucker in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's J.M. Smucker position peaked at $68K in Q4 2016.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.