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Delphi Private Advisors’s J.M. Smucker SJM Stock Holding History

Delphi Private 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
2016
Q4 		– Sell
-11
Closed -$1K – 420
2016
Q3 		$1K Buy
+11
New +$1.61K ﹤0.01% 398

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delphi Private Advisors's SJM Position: Q4 2016 in Review

Delphi Private Advisors sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 11 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in SJM in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Delphi Private Advisors reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 11 J.M. Smucker shares in Q4 2016, an estimated $1K.
  • Delphi Private Advisors first reported a position in J.M. Smucker in Q3 2016 and held it in 1 quarter.
  • Delphi Private Advisors's J.M. Smucker position peaked at $1K in Q3 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.