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Fiduciary Group’s J.M. Smucker SJM Stock Holding History

Fiduciary Group’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
2017
Q2 		– Sell
-4,430
Closed -$581K – 182
2017
Q1 		$581K Sell
4,430
-570
-11% -$77.5K 0.14% 118
2016
Q4 		$640K Sell
5,000
-1,141
-19% -$148K 0.17% 110
2016
Q3 		$832K Sell
6,141
-95
-2% -$13.9K 0.23% 90
2016
Q2 		$950K Buy
6,236
+2,000
+47% +$266K 0.26% 85
2016
Q1 		$550K Buy
4,236
+1,266
+43% +$160K 0.16% 118
2015
Q4 		$366K Buy
+2,970
New +$354K 0.11% 135

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Group's SJM Position: Q2 2017 in Review

Fiduciary Group sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 4,430 shares — an estimated $581K sold.

Fiduciary Group first reported a position in SJM in Q4 2015 and held it in 6 quarters. The position peaked at $950K in Q2 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Fiduciary Group reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Fiduciary Group sold 4,430 J.M. Smucker shares in Q2 2017, an estimated $581K.
  • Fiduciary Group first reported a position in J.M. Smucker in Q4 2015 and held it in 6 quarters.
  • Fiduciary Group's J.M. Smucker position peaked at $950K in Q2 2016.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Fiduciary Group's 13F filing for Q2 2017, filed 11 Aug 2017.