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Boltwood Capital Management’s J.M. Smucker SJM Stock Holding History

Boltwood Capital Management’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
2013
Q3 		– Sell
-2,027
Closed -$209K – 88
2013
Q2 		$209K Buy
+2,027
New +$206K 0.09% 84

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boltwood Capital Management's SJM Position: Q3 2013 in Review

Boltwood Capital Management sold out of J.M. Smucker (SJM) in Q3 2013, closing a stake of 2,027 shares — an estimated $209K sold.

Boltwood Capital Management first reported a position in SJM in Q2 2013 and held it in 1 quarter. The position peaked at $209K in Q2 2013. 580 funds tracked by Wall St. Rank hold SJM as of Q3 2013.

  • Boltwood Capital Management reported no remaining J.M. Smucker position as of Q3 2013 after selling out during the quarter.
  • Boltwood Capital Management sold 2,027 J.M. Smucker shares in Q3 2013, an estimated $209K.
  • Boltwood Capital Management first reported a position in J.M. Smucker in Q2 2013 and held it in 1 quarter.
  • Boltwood Capital Management's J.M. Smucker position peaked at $209K in Q2 2013.
  • 580 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2013.

Based on Boltwood Capital Management's 13F filing for Q3 2013, filed 17 Oct 2013.