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Fusion Investment Group’s J.M. Smucker SJM Stock Holding History

Fusion Investment Group’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
Q1 		– Sell
-184
Closed -$19K – 246
2013
Q4 		$19K Buy
+184
New +$19.5K 0.01% 178

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 $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fusion Investment Group's SJM Position: Q1 2014 in Review

Fusion Investment Group sold out of J.M. Smucker (SJM) in Q1 2014, closing a stake of 184 shares — an estimated $19K sold.

Fusion Investment Group first reported a position in SJM in Q4 2013 and held it in 1 quarter. The position peaked at $19K in Q4 2013. 598 funds tracked by Wall St. Rank hold SJM as of Q1 2014.

  • Fusion Investment Group reported no remaining J.M. Smucker position as of Q1 2014 after selling out during the quarter.
  • Fusion Investment Group sold 184 J.M. Smucker shares in Q1 2014, an estimated $19K.
  • Fusion Investment Group first reported a position in J.M. Smucker in Q4 2013 and held it in 1 quarter.
  • Fusion Investment Group's J.M. Smucker position peaked at $19K in Q4 2013.
  • 598 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2014.

Based on Fusion Investment Group's 13F filing for Q1 2014, filed 13 May 2014.