CFN
SJM icon

Cordasco Financial Network’s J.M. Smucker SJM Stock Holding History

Cordasco Financial Network’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
Q1 		– Sell
-7
Closed -$1K – 273
2017
Q4 		$1K Hold
7
– – ﹤0.01% 244
2017
Q3 		$1K Hold
7
– – ﹤0.01% 234
2017
Q2 		$1K Hold
7
– – ﹤0.01% 238
2017
Q1 		$1K Hold
7
– – ﹤0.01% 272
2016
Q4 		$1K Hold
7
– – ﹤0.01% 231
2016
Q3 		$1K Hold
7
– – ﹤0.01% 237
2016
Q2 		$1K Hold
7
– – ﹤0.01% 239
2016
Q1 		$1K Sell
7
-2
-22% -$252 ﹤0.01% 240
2015
Q4 		$1K Hold
9
– – ﹤0.01% 270
2015
Q3 		$1K Buy
9
+7
+350% +$780 ﹤0.01% 273
2015
Q2 		$0 Hold
2
– – ﹤0.01% 310
2015
Q1 		$0 Buy
+2
New +$219 ﹤0.01% 307

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cordasco Financial Network's SJM Position: Q1 2018 in Review

Cordasco Financial Network sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 7 shares — an estimated $1K sold.

Cordasco Financial Network first reported a position in SJM in Q1 2015 and held it in 12 quarters. The position peaked at $1K in Q4 2017. 810 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

  • Cordasco Financial Network reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
  • Cordasco Financial Network sold 7 J.M. Smucker shares in Q1 2018, an estimated $1K.
  • Cordasco Financial Network first reported a position in J.M. Smucker in Q1 2015 and held it in 12 quarters.
  • Cordasco Financial Network's J.M. Smucker position peaked at $1K in Q4 2017.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Cordasco Financial Network's 13F filing for Q1 2018, filed 19 Apr 2018.