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

Elite 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
2014
Q4 		– Sell
-202
Closed -$20K – 383
2014
Q3 		$20K Hold
202
– – 0.02% 197
2014
Q2 		$22K Hold
202
– – 0.02% 170
2014
Q1 		$20K Sell
202
-28
-12% -$2.72K 0.02% 196
2013
Q4 		$24K Buy
230
+28
+14% +$2.97K 0.02% 249
2013
Q3 		$21K Hold
202
– – 0.02% 238
2013
Q2 		$21K Buy
+202
New +$20.6K 0.03% 178

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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Elite Wealth Management's SJM Position: Q4 2014 in Review

Elite Wealth Management sold out of J.M. Smucker (SJM) in Q4 2014, closing a stake of 202 shares — an estimated $20K sold.

Elite Wealth Management first reported a position in SJM in Q2 2013 and held it in 6 quarters. The position peaked at $24K in Q4 2013. 618 funds tracked by Wall St. Rank hold SJM as of Q4 2014.

  • Elite Wealth Management reported no remaining J.M. Smucker position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 202 J.M. Smucker shares in Q4 2014, an estimated $20K.
  • Elite Wealth Management first reported a position in J.M. Smucker in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's J.M. Smucker position peaked at $24K in Q4 2013.
  • 618 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.