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Founders Capital Management (Texas)’s J.M. Smucker SJM Stock Holding History

Founders Capital Management (Texas)’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
Q2 		– Sell
-320
Closed -$40K – 344
2018
Q1 		$40K Hold
320
– – 0.03% 152
2017
Q4 		$40K Sell
320
-13,524
-98% -$1.5M 0.03% 149
2017
Q3 		$1.45M Sell
13,844
-416
-3% -$47.5K 1.2% 33
2017
Q2 		$1.69M Sell
14,260
-415
-3% -$52.4K 1.49% 28
2017
Q1 		$1.92M Buy
+14,675
New +$1.99M 1.73% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Founders Capital Management (Texas)'s SJM Position: Q2 2018 in Review

Founders Capital Management (Texas) sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 320 shares — an estimated $40K sold.

Founders Capital Management (Texas) first reported a position in SJM in Q1 2017 and held it in 5 quarters. The position peaked at $1.92M in Q1 2017. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Founders Capital Management (Texas) reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 320 J.M. Smucker shares in Q2 2018, an estimated $40K.
  • Founders Capital Management (Texas) first reported a position in J.M. Smucker in Q1 2017 and held it in 5 quarters.
  • Founders Capital Management (Texas)'s J.M. Smucker position peaked at $1.92M in Q1 2017.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2018, filed 9 Jul 2018.