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Cetera Investment Management’s J.M. Smucker SJM Stock Holding History

Cetera Investment Management’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
2016
Q4 		– Sell
-5,246
Closed -$711K – 115
2016
Q3 		$711K Buy
+5,246
New +$770K 0.46% 77

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cetera Investment Management's SJM Position: Q4 2016 in Review

Cetera Investment Management sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 5,246 shares — an estimated $711K sold.

Cetera Investment Management first reported a position in SJM in Q3 2016 and held it in 1 quarter. The position peaked at $711K in Q3 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Cetera Investment Management reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
  • Cetera Investment Management sold 5,246 J.M. Smucker shares in Q4 2016, an estimated $711K.
  • Cetera Investment Management first reported a position in J.M. Smucker in Q3 2016 and held it in 1 quarter.
  • Cetera Investment Management's J.M. Smucker position peaked at $711K in Q3 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Cetera Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.