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	–	383
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

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Clear Perspective Advisors's SJM Position: Q3 2018 in Review

Clear Perspective Advisors sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 19 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in SJM in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

Clear Perspective Advisors reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 19 J.M. Smucker shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in J.M. Smucker in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's J.M. Smucker position peaked at $2K in Q2 2018.
794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.