BTR Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,900
| Closed | -$580K | – | 149 |
|
|
2017
Q2 | $580K | Sell |
4,900
-700
| -13% | -$82.9K | 0.12% | 94 |
|
|
2017
Q1 | $734K | Buy |
5,600
+2,200
| +65% | +$288K | 0.15% | 81 |
|
|
2016
Q4 | $461K | Hold |
3,400
| – | – | 0.1% | 115 |
|
|
2016
Q3 | $461K | Sell |
3,400
-4,100
| -55% | -$556K | 0.1% | 115 |
|
|
2016
Q2 | $1.14M | Hold |
7,500
| – | – | 0.26% | 71 |
|
|
2016
Q1 | $974K | Buy |
7,500
+100
| +1% | +$13K | 0.23% | 78 |
|
|
2015
Q4 | $913K | Hold |
7,400
| – | – | 0.21% | 85 |
|
|
2015
Q3 | $844K | Buy |
+7,400
| New | +$844K | 0.2% | 90 |
|