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Dorchester Wealth Management’s J.M. Smucker SJM Stock Holding History

Dorchester Wealth Management’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
Q2 		– Sell
-2,440
Closed -$317K – 116
2016
Q1 		$317K Hold
2,440
– – 0.12% 89
2015
Q4 		$301K Hold
2,440
– – 0.13% 89
2015
Q3 		$371K Hold
2,440
– – 0.14% 89
2015
Q2 		$330K Buy
+2,440
New +$282K 0.11% 99

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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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dorchester Wealth Management's SJM Position: Q2 2016 in Review

Dorchester Wealth Management sold out of J.M. Smucker (SJM) in Q2 2016, closing a stake of 2,440 shares — an estimated $317K sold.

Dorchester Wealth Management first reported a position in SJM in Q2 2015 and held it in 4 quarters. The position peaked at $371K in Q3 2015. 764 funds tracked by Wall St. Rank hold SJM as of Q2 2016.

  • Dorchester Wealth Management reported no remaining J.M. Smucker position as of Q2 2016 after selling out during the quarter.
  • Dorchester Wealth Management sold 2,440 J.M. Smucker shares in Q2 2016, an estimated $317K.
  • Dorchester Wealth Management first reported a position in J.M. Smucker in Q2 2015 and held it in 4 quarters.
  • Dorchester Wealth Management's J.M. Smucker position peaked at $371K in Q3 2015.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2016.

Based on Dorchester Wealth Management's 13F filing for Q2 2016, filed 22 Jul 2016.