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Founders Bank & Trust’s J.M. Smucker SJM Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$11K Hold
111
– – 0.01% 292
2014
Q3 		$11K Hold
111
– – 0.01% 286
2014
Q2 		$12K Hold
111
– – 0.01% 280
2014
Q1 		$11K Hold
111
– – 0.01% 284
2013
Q4 		$10K Hold
111
– – 0.01% 311
2013
Q3 		$12K Hold
111
– – 0.01% 256
2013
Q2 		$11K Buy
+111
New +$11.3K 0.01% 248

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Founders Bank & Trust's SJM Position: Q4 2014 in Review

Founders Bank & Trust held its J.M. Smucker (SJM) position steady in Q4 2014 at 111 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #292.

Founders Bank & Trust first reported a position in SJM in Q2 2013 and has held it in 7 quarters since. The position peaked at $12K in Q2 2014. 618 funds tracked by Wall St. Rank hold SJM as of Q4 2014.

  • Founders Bank & Trust held 111 shares of J.M. Smucker worth $11K as of Q4 2014.
  • Founders Bank & Trust left its J.M. Smucker share count unchanged in Q4 2014.
  • J.M. Smucker made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #292 holding.
  • Founders Bank & Trust first reported a position in J.M. Smucker in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's J.M. Smucker position peaked at $12K in Q2 2014.
  • 618 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.