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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 $5.7T AUM 30.48% 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 $501B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return