First National Bank Sioux Falls’s J.M. Smucker SJM Stock Holding History

First National Bank Sioux Falls’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
2016 Q4	–	Sell	-200	Closed	-$27K	–	181
2016 Q3	$27K	Hold	200	–	–	0.07%	161
2016 Q2	$30K	Hold	200	–	–	0.09%	135
2016 Q1	$26K	Hold	200	–	–	0.09%	136
2015 Q4	$25K	Hold	200	–	–	0.08%	142
2015 Q3	$23K	Buy	+200	New	+$22.3K	0.08%	141

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First National Bank Sioux Falls's SJM Position: Q4 2016 in Review

First National Bank Sioux Falls sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 200 shares — an estimated $27K sold.

First National Bank Sioux Falls first reported a position in SJM in Q3 2015 and held it in 5 quarters. The position peaked at $30K in Q2 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

First National Bank Sioux Falls reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
First National Bank Sioux Falls sold 200 J.M. Smucker shares in Q4 2016, an estimated $27K.
First National Bank Sioux Falls first reported a position in J.M. Smucker in Q3 2015 and held it in 5 quarters.
First National Bank Sioux Falls's J.M. Smucker position peaked at $30K in Q2 2016.
764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on First National Bank Sioux Falls's 13F filing for Q4 2016, filed 13 Feb 2017.