Calvert Investment Management’s J.M. Smucker SJM Stock Holding History

Calvert Investment 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 Q1	–	Sell	-9,087	Closed	-$1.16M	–	507
2016 Q4	$1.16M	Sell	9,087 -775	-8%	-$100K	0.04%	361
2016 Q3	$1.34M	Buy	9,862 +765	+8%	+$112K	0.05%	341
2016 Q2	$1.39M	Buy	9,097 +267	+3%	+$35.5K	0.06%	303
2016 Q1	$1.15M	Buy	8,830 +703	+9%	+$88.6K	0.05%	301
2015 Q4	$1M	Buy	8,127 +2,770	+52%	+$330K	0.05%	303
2015 Q3	$611K	Buy	5,357 +597	+13%	+$66.6K	0.03%	315
2015 Q2	$516K	Buy	4,760 +381	+9%	+$44.1K	0.02%	360
2015 Q1	$507K	Buy	4,379 +530	+14%	+$58.1K	0.03%	350
2014 Q4	$389K	Buy	3,849 +114	+3%	+$11.5K	0.03%	390
2014 Q3	$370K	Buy	+3,735	New	+$383K	0.03%	389

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calvert Investment Management's SJM Position: Q1 2017 in Review

Calvert Investment Management sold out of J.M. Smucker (SJM) in Q1 2017, closing a stake of 9,087 shares — an estimated $1.16M sold.

Calvert Investment Management first reported a position in SJM in Q3 2014 and held it in 10 quarters. The position peaked at $1.39M in Q2 2016. 805 funds tracked by Wall St. Rank hold SJM as of Q1 2017.

Calvert Investment Management reported no remaining J.M. Smucker position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 9,087 J.M. Smucker shares in Q1 2017, an estimated $1.16M.
Calvert Investment Management first reported a position in J.M. Smucker in Q3 2014 and held it in 10 quarters.
Calvert Investment Management's J.M. Smucker position peaked at $1.39M in Q2 2016.
805 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.