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Clear Perspective Advisors’s J.M. Smucker SJM Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-19
Closed -$2K – 386
2018
Q2 		$2K Hold
19
– – ﹤0.01% 471
2018
Q1 		$2K Hold
19
– – ﹤0.01% 468
2017
Q4 		$2K Hold
19
– – ﹤0.01% 438
2017
Q3 		$2K Hold
19
– – ﹤0.01% 439
2017
Q2 		$2K Hold
19
– – ﹤0.01% 440
2017
Q1 		$2K Hold
19
– – ﹤0.01% 389
2016
Q4 		$2K Buy
+19
New +$2.46K ﹤0.01% 385

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State Street
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Fidelity Investments
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Massachusetts Financial Services
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LSV Asset Management
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Dimensional Fund Advisors
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AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
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CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return