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Curian Capital’s J.M. Smucker SJM Stock Holding History

Curian Capital’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
Q1 		– Sell
-15,527
Closed -$1.92M – 321
2015
Q4 		$1.92M Buy
15,527
+11,282
+266% +$1.34M 0.14% 155
2015
Q3 		$484K Sell
4,245
-1,649
-28% -$184K 0.01% 493
2015
Q2 		$639K Buy
5,894
+1,697
+40% +$196K 0.01% 540
2015
Q1 		$486K Sell
4,197
-49,614
-92% -$5.44M 0.01% 569
2014
Q4 		$5.43M Sell
53,811
-1,150
-2% -$117K 0.09% 221
2014
Q3 		$5.44M Sell
54,961
-768
-1% -$78.8K 0.1% 225
2014
Q2 		$5.94M Buy
55,729
+405
+0.7% +$40.7K 0.1% 213
2014
Q1 		$5.38M Sell
55,324
-4,541
-8% -$441K 0.1% 222
2013
Q4 		$6.2M Buy
59,865
+1,418
+2% +$150K 0.11% 192
2013
Q3 		$6.14M Buy
58,447
+772
+1% +$83.6K 0.11% 184
2013
Q2 		$5.95M Buy
+57,675
New +$5.87M 0.11% 176

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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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 $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Curian Capital's SJM Position: Q1 2016 in Review

Curian Capital sold out of J.M. Smucker (SJM) in Q1 2016, closing a stake of 15,527 shares — an estimated $1.92M sold.

Curian Capital first reported a position in SJM in Q2 2013 and held it in 11 quarters. The position peaked at $6.2M in Q4 2013. 712 funds tracked by Wall St. Rank hold SJM as of Q1 2016.

  • Curian Capital reported no remaining J.M. Smucker position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 15,527 J.M. Smucker shares in Q1 2016, an estimated $1.92M.
  • Curian Capital first reported a position in J.M. Smucker in Q2 2013 and held it in 11 quarters.
  • Curian Capital's J.M. Smucker position peaked at $6.2M in Q4 2013.
  • 712 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.