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Capital Investment Advisors’s J.M. Smucker SJM Stock Holding History

Capital Investment 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
-2,081
Closed -$240K – 530
2019
Q2 		$240K Sell
2,081
-410
-16% -$50.1K 0.01% 429
2019
Q1 		$290K Sell
2,491
-725
-23% -$75.8K 0.02% 381
2018
Q4 		$301K Sell
3,216
-4,585
-59% -$479K 0.02% 366
2018
Q3 		$800K Buy
+7,801
New +$852K 0.05% 235
2018
Q2 		– Sell
-6,657
Closed -$826K – 505
2018
Q1 		$826K Buy
6,657
+198
+3% +$24.7K 0.05% 230
2017
Q4 		$802K Buy
+6,459
New +$718K 0.05% 238

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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

Capital Investment Advisors's SJM Position: Q3 2019 in Review

Capital Investment Advisors sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 2,081 shares — an estimated $240K sold.

Capital Investment Advisors first reported a position in SJM in Q4 2017 and held it in 6 quarters. The position peaked at $826K in Q1 2018. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Capital Investment Advisors reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Capital Investment Advisors sold 2,081 J.M. Smucker shares in Q3 2019, an estimated $240K.
  • Capital Investment Advisors first reported a position in J.M. Smucker in Q4 2017 and held it in 6 quarters.
  • Capital Investment Advisors's J.M. Smucker position peaked at $826K in Q1 2018.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Capital Investment Advisors's 13F filing for Q3 2019, filed 24 Oct 2019.