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Financial Sense Advisors’s J.M. Smucker SJM Stock Holding History

Financial Sense Advisors’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
2013
Q4 		– Sell
-3,955
Closed -$415K – 132
2013
Q3 		$415K Buy
3,955
+1,446
+58% +$157K 0.18% 94
2013
Q2 		$258K Buy
+2,509
New +$255K 0.12% 114

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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Financial Sense Advisors's SJM Position: Q4 2013 in Review

Financial Sense Advisors sold out of J.M. Smucker (SJM) in Q4 2013, closing a stake of 3,955 shares — an estimated $415K sold.

Financial Sense Advisors first reported a position in SJM in Q2 2013 and held it in 2 quarters. The position peaked at $415K in Q3 2013. 606 funds tracked by Wall St. Rank hold SJM as of Q4 2013.

  • Financial Sense Advisors reported no remaining J.M. Smucker position as of Q4 2013 after selling out during the quarter.
  • Financial Sense Advisors sold 3,955 J.M. Smucker shares in Q4 2013, an estimated $415K.
  • Financial Sense Advisors first reported a position in J.M. Smucker in Q2 2013 and held it in 2 quarters.
  • Financial Sense Advisors's J.M. Smucker position peaked at $415K in Q3 2013.
  • 606 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2013.

Based on Financial Sense Advisors's 13F filing for Q4 2013, filed 5 Feb 2014.