Cue Advisory Services’s J.M. Smucker SJM Stock Holding History

Cue Advisory Services’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 Q2	–	Sell	-4,390	Closed	-$544K	–	157
2018 Q1	$544K	Sell	4,390 -125	-3%	-$15.6K	0.36%	102
2017 Q4	$561K	Sell	4,515 -555	-11%	-$61.7K	0.37%	97
2017 Q3	$532K	Sell	5,070 -790	-13%	-$90.2K	0.37%	101
2017 Q2	$693K	Buy	5,860 +709	+14%	+$89.6K	0.5%	76
2017 Q1	$675K	Buy	5,151 +50	+1%	+$6.8K	0.51%	70
2016 Q4	$653K	Buy	5,101 +1,045	+26%	+$135K	0.53%	71
2016 Q3	$550K	Sell	4,056 -375	-8%	-$55K	0.46%	84
2016 Q2	$675K	Buy	+4,431	New	+$589K	0.58%	68

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cue Advisory Services's SJM Position: Q2 2018 in Review

Cue Advisory Services sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 4,390 shares — an estimated $544K sold.

Cue Advisory Services first reported a position in SJM in Q2 2016 and held it in 8 quarters. The position peaked at $693K in Q2 2017. 811 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

Cue Advisory Services reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
Cue Advisory Services sold 4,390 J.M. Smucker shares in Q2 2018, an estimated $544K.
Cue Advisory Services first reported a position in J.M. Smucker in Q2 2016 and held it in 8 quarters.
Cue Advisory Services's J.M. Smucker position peaked at $693K in Q2 2017.
811 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Cue Advisory Services's 13F filing for Q2 2018, filed 31 Jul 2018.