Cobiz Wealth’s J.M. Smucker SJM Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-20	Closed	-$2K	–	311
2013 Q2	$2K	Buy	+20	New	+$2.04K	﹤0.01%	373

Other funds holding SJM

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cobiz Wealth's SJM Position: Q3 2013 in Review

Cobiz Wealth sold out of J.M. Smucker (SJM) in Q3 2013, closing a stake of 20 shares — an estimated $2K sold.

Cobiz Wealth first reported a position in SJM in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 580 funds tracked by Wall St. Rank hold SJM as of Q3 2013.

Cobiz Wealth reported no remaining J.M. Smucker position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 20 J.M. Smucker shares in Q3 2013, an estimated $2K.
Cobiz Wealth first reported a position in J.M. Smucker in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's J.M. Smucker position peaked at $2K in Q2 2013.
580 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.