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Genesis Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$8.56K Hold
79
– – 0.01% 357
2015
Q1 		$9.12K Hold
79
– – 0.01% 355
2014
Q4 		$8.94K Buy
+79
New +$8K 0.01% 383

Other funds holding SJM

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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
VCP
Vestar Capital Partners New York $435M AUM 20.18% 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
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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

Genesis Wealth Advisors's SJM Position: Q2 2015 in Review

Genesis Wealth Advisors held its J.M. Smucker (SJM) position steady in Q2 2015 at 79 shares worth $8.56K. The position accounts for 0.01% of the portfolio, ranked #357.

Genesis Wealth Advisors first reported a position in SJM in Q4 2014 and has held it in 3 quarters since. The position peaked at $9.12K in Q1 2015. 633 funds tracked by Wall St. Rank hold SJM as of Q2 2015.

  • Genesis Wealth Advisors held 79 shares of J.M. Smucker worth $8.56K as of Q2 2015.
  • Genesis Wealth Advisors left its J.M. Smucker share count unchanged in Q2 2015.
  • J.M. Smucker made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #357 holding.
  • Genesis Wealth Advisors first reported a position in J.M. Smucker in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's J.M. Smucker position peaked at $9.12K in Q1 2015.
  • 633 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.