Gary Goldberg Planning Services’s J.M. Smucker SJM Stock Holding History

Gary Goldberg Planning Services’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	$380K	Sell	3,764 -99	-3%	-$10K	0.16%	72
2014 Q3	$382K	Buy	3,863 +584	+18%	+$59.9K	0.16%	78
2014 Q2	$349K	Buy	3,279 +272	+9%	+$27.3K	0.15%	80
2014 Q1	$292K	Buy	3,007 +2,603	+644%	+$253K	0.14%	87
2013 Q4	$42K	Buy	404 +2	+0.5%	+$212	0.02%	211
2013 Q3	$42K	Buy	402 +1	+0.2%	+$108	0.03%	212
2013 Q2	$41K	Buy	+401	New	+$40.8K	0.03%	202

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BFA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Gary Goldberg Planning Services's SJM Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its J.M. Smucker (SJM) stake by 2.6% in Q4 2014, selling an estimated $10K and leaving 3,764 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #72.

Gary Goldberg Planning Services first reported a position in SJM in Q2 2013 and has held it in 7 quarters since. The position peaked at $382K in Q3 2014. 617 funds tracked by Wall St. Rank hold SJM as of Q4 2014.

Gary Goldberg Planning Services held 3,764 shares of J.M. Smucker worth $380K as of Q4 2014.
Gary Goldberg Planning Services sold 99 J.M. Smucker shares in Q4 2014, an estimated $10K.
J.M. Smucker made up 0.16% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #72 holding.
Gary Goldberg Planning Services first reported a position in J.M. Smucker in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's J.M. Smucker position peaked at $382K in Q3 2014.
617 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.