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

Calton & 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
2018 Q1	–	Sell	-6	Closed	–	–	1118
2017 Q4	$0	Buy	+6	New	+$667	﹤0.01%	1512

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calton & Associates's SJM Position: Q1 2018 in Review

Calton & Associates sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 6 shares.

Calton & Associates first reported a position in SJM in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

Calton & Associates reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 6 J.M. Smucker shares in Q1 2018.
Calton & Associates first reported a position in J.M. Smucker in Q4 2017 and held it in 1 quarter.
Calton & Associates's J.M. Smucker position peaked at $0 in Q4 2017.
809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.