CFA
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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

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State Street
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Massachusetts Financial Services
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return