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Concert Wealth Management’s J.M. Smucker SJM Stock Holding History

Concert Wealth 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
Q3 		– Sell
-1,482
Closed -$223K – 1037
2016
Q2 		$223K Buy
+1,482
New +$197K 0.03% 566

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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concert Wealth Management's SJM Position: Q3 2016 in Review

Concert Wealth Management sold out of J.M. Smucker (SJM) in Q3 2016, closing a stake of 1,482 shares — an estimated $223K sold.

Concert Wealth Management first reported a position in SJM in Q2 2016 and held it in 1 quarter. The position peaked at $223K in Q2 2016. 746 funds tracked by Wall St. Rank hold SJM as of Q3 2016.

  • Concert Wealth Management reported no remaining J.M. Smucker position as of Q3 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,482 J.M. Smucker shares in Q3 2016, an estimated $223K.
  • Concert Wealth Management first reported a position in J.M. Smucker in Q2 2016 and held it in 1 quarter.
  • Concert Wealth Management's J.M. Smucker position peaked at $223K in Q2 2016.
  • 746 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.