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

BTR 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
2017
Q3 		– Sell
-4,900
Closed -$580K – 149
2017
Q2 		$580K Sell
4,900
-700
-13% -$88.5K 0.12% 94
2017
Q1 		$734K Buy
5,600
+2,200
+65% +$299K 0.15% 81
2016
Q4 		$461K Hold
3,400
– – 0.1% 115
2016
Q3 		$461K Sell
3,400
-4,100
-55% -$602K 0.1% 115
2016
Q2 		$1.14M Hold
7,500
– – 0.26% 71
2016
Q1 		$974K Buy
7,500
+100
+1% +$12.6K 0.23% 78
2015
Q4 		$913K Hold
7,400
– – 0.21% 85
2015
Q3 		$844K Buy
+7,400
New +$825K 0.2% 90

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTR Capital Management's SJM Position: Q3 2017 in Review

BTR Capital Management sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 4,900 shares — an estimated $580K sold.

BTR Capital Management first reported a position in SJM in Q3 2015 and held it in 8 quarters. The position peaked at $1.14M in Q2 2016. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • BTR Capital Management reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • BTR Capital Management sold 4,900 J.M. Smucker shares in Q3 2017, an estimated $580K.
  • BTR Capital Management first reported a position in J.M. Smucker in Q3 2015 and held it in 8 quarters.
  • BTR Capital Management's J.M. Smucker position peaked at $1.14M in Q2 2016.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on BTR Capital Management's 13F filing for Q3 2017, filed 27 Oct 2017.