Crestwood Advisors Group’s J.M. Smucker SJM Stock Holding History

Crestwood Advisors 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
2017 Q2	–	Sell	-2	Closed	–	–	381
2017 Q1	$0	Buy	+2	New	+$272	﹤0.01%	520

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crestwood Advisors Group's SJM Position: Q2 2017 in Review

Crestwood Advisors Group sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 2 shares.

Crestwood Advisors Group first reported a position in SJM in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

Crestwood Advisors Group reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
Crestwood Advisors Group sold 2 J.M. Smucker shares in Q2 2017.
Crestwood Advisors Group first reported a position in J.M. Smucker in Q1 2017 and held it in 1 quarter.
Crestwood Advisors Group's J.M. Smucker position peaked at $0 in Q1 2017.
762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.