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Central Bank & Trust’s J.M. Smucker SJM Stock Holding History

Central Bank & Trust’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
Q3 		– Sell
-135
Closed -$16K – 271
2017
Q2 		$16K Sell
135
-52
-28% -$6.57K ﹤0.01% 228
2017
Q1 		$25K Buy
187
+135
+260% +$18.3K 0.01% 219
2016
Q4 		$7K Hold
52
– – ﹤0.01% 281
2016
Q3 		$7K Hold
52
– – ﹤0.01% 275
2016
Q2 		$8K Hold
52
– – ﹤0.01% 270
2016
Q1 		$7K Hold
52
– – ﹤0.01% 288
2015
Q4 		$6K Hold
52
– – ﹤0.01% 312
2015
Q3 		$6K Hold
52
– – ﹤0.01% 330
2015
Q2 		$6K Hold
52
– – ﹤0.01% 316
2015
Q1 		$6K Hold
52
– – ﹤0.01% 287
2014
Q4 		$5K Hold
52
– – ﹤0.01% 289
2014
Q3 		$5K Sell
52
-2
-4% -$205 ﹤0.01% 261
2014
Q2 		$5K Hold
54
– – ﹤0.01% 277
2014
Q1 		$5K Hold
54
– – ﹤0.01% 273
2013
Q4 		$5K Buy
54
+2
+4% +$212 ﹤0.01% 277
2013
Q3 		$5K Hold
52
– – ﹤0.01% 277
2013
Q2 		$5.86K Buy
+52
New +$5.29K ﹤0.01% 279

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return