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Community Financial Services Group’s J.M. Smucker SJM Stock Holding History

Community Financial Services Group’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
2015
Q4 		– Sell
-30
Closed -$3K – 195
2015
Q3 		$3K Hold
30
– – ﹤0.01% 265
2015
Q2 		$3K Sell
30
-10
-25% -$1.16K ﹤0.01% 279
2015
Q1 		$5K Buy
40
+10
+33% +$1.1K ﹤0.01% 275
2014
Q4 		$3K Hold
30
– – ﹤0.01% 293
2014
Q3 		$3K Hold
30
– – ﹤0.01% 223
2014
Q2 		$3K Hold
30
– – ﹤0.01% 218
2014
Q1 		$3K Buy
+30
New +$2.92K ﹤0.01% 219
2013
Q4 		– Sell
-30
Closed -$3K – 163
2013
Q3 		$3K Hold
30
– – ﹤0.01% 214
2013
Q2 		$3K Buy
+30
New +$3.06K ﹤0.01% 217

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Community Financial Services Group's SJM Position: Q4 2015 in Review

Community Financial Services Group sold out of J.M. Smucker (SJM) in Q4 2015, closing a stake of 30 shares — an estimated $3K sold.

Community Financial Services Group first reported a position in SJM in Q2 2013 and held it in 9 quarters. The position peaked at $5K in Q1 2015. 707 funds tracked by Wall St. Rank hold SJM as of Q4 2015.

  • Community Financial Services Group reported no remaining J.M. Smucker position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 30 J.M. Smucker shares in Q4 2015, an estimated $3K.
  • Community Financial Services Group first reported a position in J.M. Smucker in Q2 2013 and held it in 9 quarters.
  • Community Financial Services Group's J.M. Smucker position peaked at $5K in Q1 2015.
  • 707 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.