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Geneva Advisors’s J.M. Smucker SJM Stock Holding History

Geneva 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
2017
Q2 		– Sell
-2,083
Closed -$273K – 783
2017
Q1 		$273K Sell
2,083
-104
-5% -$14.1K ﹤0.01% 615
2016
Q4 		$280K Sell
2,187
-479
-18% -$62.1K 0.01% 603
2016
Q3 		$361K Sell
2,666
-29
-1% -$4.26K 0.01% 536
2016
Q2 		$411K Buy
2,695
+154
+6% +$20.5K 0.01% 486
2016
Q1 		$330K Sell
2,541
-69
-3% -$8.7K 0.01% 522
2015
Q4 		$322K Sell
2,610
-13
-0.5% -$1.55K 0.01% 488
2015
Q3 		$299K Sell
2,623
-769
-23% -$85.7K 0.01% 482
2015
Q2 		$368K Buy
3,392
+30
+0.9% +$3.47K 0.01% 486
2015
Q1 		$389K Sell
3,362
-1,135
-25% -$124K 0.01% 461
2014
Q4 		$454K Sell
4,497
-70
-2% -$7.09K 0.01% 427
2014
Q3 		$452K Sell
4,567
-385
-8% -$39.5K 0.01% 437
2014
Q2 		$528K Buy
4,952
+645
+15% +$64.7K 0.01% 424
2014
Q1 		$419K Buy
+4,307
New +$419K 0.01% 424

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneva Advisors's SJM Position: Q2 2017 in Review

Geneva Advisors sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 2,083 shares — an estimated $273K sold.

Geneva Advisors first reported a position in SJM in Q1 2014 and held it in 13 quarters. The position peaked at $528K in Q2 2014. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Geneva Advisors reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Geneva Advisors sold 2,083 J.M. Smucker shares in Q2 2017, an estimated $273K.
  • Geneva Advisors first reported a position in J.M. Smucker in Q1 2014 and held it in 13 quarters.
  • Geneva Advisors's J.M. Smucker position peaked at $528K in Q2 2014.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.