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FMA Advisory’s J.M. Smucker SJM Stock Holding History

FMA Advisory’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
2018
Q3 		– Sell
-1,898
Closed -$204K – 156
2018
Q2 		$204K Buy
1,898
+5
+0.3% +$561 0.1% 142
2018
Q1 		$235K Buy
1,893
+5
+0.3% +$624 0.11% 135
2017
Q4 		$235K Sell
1,888
-107
-5% -$11.9K 0.11% 140
2017
Q3 		$209K Sell
1,995
-248
-11% -$28.3K 0.12% 128
2017
Q2 		$265 Sell
2,243
-55
-2% -$6.95K 0.14% 100
2017
Q1 		$301K Buy
+2,298
New +$312K 0.15% 126
2015
Q2 		$284K Buy
+2,623
New +$304K 0.18% 105
2013
Q4 		– Sell
-3,292
Closed -$346K – 159
2013
Q3 		$346K Buy
3,292
+6
+0.2% +$650 0.14% 140
2013
Q2 		$339K Buy
+3,286
New +$335K 0.14% 139

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return