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Camarda Financial Advisors’s J.M. Smucker SJM Stock Holding History

Camarda Financial Advisors’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
2019
Q3 		– Sell
-11
Closed -$1K – 393
2019
Q2 		$1K Hold
11
– – ﹤0.01% 459
2019
Q1 		$1K Buy
+11
New +$1.15K ﹤0.01% 499
2017
Q2 		– Sell
-343
Closed -$45K – 251
2017
Q1 		$45K Buy
+343
New +$46.6K 0.04% 109
2014
Q3 		– Sell
-64
Closed -$7K – 243
2014
Q2 		$7K Hold
64
– – ﹤0.01% 180
2014
Q1 		$6K Hold
64
– – ﹤0.01% 162
2013
Q4 		$7K Buy
+64
New +$6.79K 0.01% 137
2013
Q3 		– Sell
-64
Closed -$7K – 215
2013
Q2 		$7K Buy
+64
New +$6.52K 0.01% 182

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Camarda Financial Advisors's SJM Position: Q3 2019 in Review

Camarda Financial Advisors sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 11 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in SJM in Q2 2013 and held it in 7 quarters. The position peaked at $45K in Q1 2017. 742 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Camarda Financial Advisors reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 11 J.M. Smucker shares in Q3 2019, an estimated $1K.
  • Camarda Financial Advisors first reported a position in J.M. Smucker in Q2 2013 and held it in 7 quarters.
  • Camarda Financial Advisors's J.M. Smucker position peaked at $45K in Q1 2017.
  • 742 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.