BPBT
Boston Private Bank & Trust’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $6.41M | Sell |
55,386
-2,072
| -4% | -$240K | 0.3% | 104 |
|
|
2014
Q4 | $5.8M | Sell |
57,458
-1,324
| -2% | -$134K | 0.27% | 107 |
|
|
2014
Q3 | $5.82M | Sell |
58,782
-6,887
| -10% | -$682K | 0.28% | 106 |
|
|
2014
Q2 | $7M | Sell |
65,669
-9,639
| -13% | -$1.03M | 0.34% | 92 |
|
|
2014
Q1 | $7.32M | Sell |
75,308
-84,537
| -53% | -$8.22M | 0.37% | 86 |
|
|
2013
Q4 | $16.6M | Buy |
159,845
+3,230
| +2% | +$335K | 0.83% | 37 |
|
|
2013
Q3 | $16.5M | Sell |
156,615
-4,980
| -3% | -$523K | 0.91% | 28 |
|
|
2013
Q2 | $16.7M | Buy |
+161,595
| New | +$16.7M | 0.97% | 26 |
|