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Brick & Kyle Associates’s J.M. Smucker SJM Stock Holding History

Brick & Kyle Associates’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
-320
Closed -$42K – 316
2017
Q1 		$42K Sell
320
-2
-0.6% -$272 0.03% 197
2016
Q4 		$41K Hold
322
– – 0.03% 198
2016
Q3 		$44K Hold
322
– – 0.04% 188
2016
Q2 		$49K Buy
322
+66
+26% +$8.78K 0.04% 180
2016
Q1 		$33K Hold
256
– – 0.03% 205
2015
Q4 		$32K Hold
256
– – 0.03% 202
2015
Q3 		$29K Hold
256
– – 0.03% 215
2015
Q2 		$28K Hold
256
– – 0.02% 233
2015
Q1 		$30K Hold
256
– – 0.03% 231
2014
Q4 		$26K Buy
+256
New +$25.9K 0.02% 235

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

Brick & Kyle Associates's SJM Position: Q2 2017 in Review

Brick & Kyle Associates sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 320 shares — an estimated $42K sold.

Brick & Kyle Associates first reported a position in SJM in Q4 2014 and held it in 10 quarters. The position peaked at $49K in Q2 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Brick & Kyle Associates reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 320 J.M. Smucker shares in Q2 2017, an estimated $42K.
  • Brick & Kyle Associates first reported a position in J.M. Smucker in Q4 2014 and held it in 10 quarters.
  • Brick & Kyle Associates's J.M. Smucker position peaked at $49K in Q2 2016.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.