BGA
SJM icon

Belmont Global Advisors’s J.M. Smucker SJM Stock Holding History

Belmont Global Advisors’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
2016
Q3 		$678K Buy
+5,000
New +$734K 0.64% 34

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 $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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wells Fargo
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Belmont Global Advisors's SJM Position: Q3 2016 in Review

Belmont Global Advisors opened a new position in J.M. Smucker (SJM) in Q3 2016: 5,000 shares worth $678K. The stake represents 0.64% of the portfolio and ranks #34 among its holdings.

746 funds tracked by Wall St. Rank hold SJM as of Q3 2016.

  • Belmont Global Advisors held 5,000 shares of J.M. Smucker worth $678K as of Q3 2016.
  • J.M. Smucker was a new Belmont Global Advisors position in Q3 2016.
  • J.M. Smucker made up 0.64% of Belmont Global Advisors's portfolio in Q3 2016, its #34 holding.
  • 746 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.