Certified Advisory Corp’s J.M. Smucker SJM Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-102	Closed	-$12K	–	830
2019 Q1	$12K	Hold	102	–	–	0.01%	530
2018 Q4	$10K	Hold	102	–	–	0.01%	544
2018 Q3	$10K	Hold	102	–	–	﹤0.01%	570
2018 Q2	$11K	Buy	+102	New	+$11.5K	0.01%	526

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Certified Advisory Corp's SJM Position: Q2 2019 in Review

Certified Advisory Corp sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 102 shares — an estimated $12K sold.

Certified Advisory Corp first reported a position in SJM in Q2 2018 and held it in 4 quarters. The position peaked at $12K in Q1 2019. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

Certified Advisory Corp reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 102 J.M. Smucker shares in Q2 2019, an estimated $12K.
Certified Advisory Corp first reported a position in J.M. Smucker in Q2 2018 and held it in 4 quarters.
Certified Advisory Corp's J.M. Smucker position peaked at $12K in Q1 2019.
798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.