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Financial Architects (New Jersey)’s J.M. Smucker SJM Stock Holding History

Financial Architects (New Jersey)’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
-100
Closed -$13K – 1619
2017
Q1 		$13K Sell
100
-926
-90% -$126K ﹤0.01% 1072
2016
Q4 		$131K Sell
1,026
-6
-0.6% -$778 0.03% 328
2016
Q3 		$139K Buy
+1,032
New +$151K 0.04% 325
2015
Q3 		– Sell
-7
Closed -$1K – 787
2015
Q2 		$1K Buy
+7
New +$810 ﹤0.01% 1181

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Architects (New Jersey)'s SJM Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 100 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in SJM in Q2 2015 and held it in 4 quarters. The position peaked at $139K in Q3 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 J.M. Smucker shares in Q2 2017, an estimated $13K.
  • Financial Architects (New Jersey) first reported a position in J.M. Smucker in Q2 2015 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s J.M. Smucker position peaked at $139K in Q3 2016.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.