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Dorsey Wright & Associates’s J.M. Smucker SJM Stock Holding History

Dorsey Wright & Associates’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
-5,470
Closed -$741K – 164
2016
Q3 		$741K Buy
+5,470
New +$803K 0.35% 68

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

Dorsey Wright & Associates's SJM Position: Q4 2016 in Review

Dorsey Wright & Associates sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 5,470 shares — an estimated $741K sold.

Dorsey Wright & Associates first reported a position in SJM in Q3 2016 and held it in 1 quarter. The position peaked at $741K in Q3 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Dorsey Wright & Associates reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
  • Dorsey Wright & Associates sold 5,470 J.M. Smucker shares in Q4 2016, an estimated $741K.
  • Dorsey Wright & Associates first reported a position in J.M. Smucker in Q3 2016 and held it in 1 quarter.
  • Dorsey Wright & Associates's J.M. Smucker position peaked at $741K in Q3 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Dorsey Wright & Associates's 13F filing for Q4 2016, filed 2 Feb 2017.