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Cypress Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Cypress Wealth Advisors’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
-2,117
Closed -$277K – 160
2017
Q1 		$277K Buy
2,117
+55
+3% +$7.47K 0.13% 159
2016
Q4 		$264K Hold
2,062
– – 0.12% 156
2016
Q3 		$279K Sell
2,062
-10
-0.5% -$1.47K 0.13% 142
2016
Q2 		$316K Buy
2,072
+10
+0.5% +$1.33K 0.16% 126
2016
Q1 		$268K Buy
2,062
+25
+1% +$3.15K 0.12% 145
2015
Q4 		$251K Hold
2,037
– – 0.13% 148
2015
Q3 		$232K Hold
2,037
– – 0.13% 156
2015
Q2 		$221K Buy
+2,037
New +$236K 0.13% 133

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cypress Wealth Advisors's SJM Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 2,117 shares — an estimated $277K sold.

Cypress Wealth Advisors first reported a position in SJM in Q2 2015 and held it in 8 quarters. The position peaked at $316K in Q2 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,117 J.M. Smucker shares in Q2 2017, an estimated $277K.
  • Cypress Wealth Advisors first reported a position in J.M. Smucker in Q2 2015 and held it in 8 quarters.
  • Cypress Wealth Advisors's J.M. Smucker position peaked at $316K in Q2 2016.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.