BKA
SJM icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return