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

Edge 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
2018
Q4 		– Sell
-205
Closed -$21K – 611
2018
Q3 		$21K Hold
205
– – 0.01% 363
2018
Q2 		$22K Buy
+205
New +$23K 0.01% 344

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Wealth Management's SJM Position: Q4 2018 in Review

Edge Wealth Management sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 205 shares — an estimated $21K sold.

Edge Wealth Management first reported a position in SJM in Q2 2018 and held it in 2 quarters. The position peaked at $22K in Q2 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Edge Wealth Management reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 205 J.M. Smucker shares in Q4 2018, an estimated $21K.
  • Edge Wealth Management first reported a position in J.M. Smucker in Q2 2018 and held it in 2 quarters.
  • Edge Wealth Management's J.M. Smucker position peaked at $22K in Q2 2018.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.