Genovese Burford & Brothers Wealth & Retirement Plan Management’s J.M. Smucker SJM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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 Q3	–	Sell	-101	Closed	-$11K	–	321
2018 Q2	$11K	Hold	101	–	–	﹤0.01%	311
2018 Q1	$13K	Buy	+101	New	+$12.6K	﹤0.01%	298
2017 Q4	–	Sell	-1	Closed	–	–	418
2017 Q3	$0	Hold	1	–	–	﹤0.01%	417
2017 Q2	$0	Hold	1	–	–	﹤0.01%	420
2017 Q1	$1K	Sell	1 -50	-98%	-$6.8K	﹤0.01%	414
2016 Q4	$7K	Buy	51 +50	+5,000%	+$6.48K	﹤0.01%	357
2016 Q3	$0	Hold	1	–	–	﹤0.01%	456
2016 Q2	$0	Buy	+1	New	+$133	﹤0.01%	444

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SJM Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 101 shares — an estimated $11K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SJM in Q2 2016 and held it in 8 quarters. The position peaked at $13K in Q1 2018. 795 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 101 J.M. Smucker shares in Q3 2018, an estimated $11K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in J.M. Smucker in Q2 2016 and held it in 8 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's J.M. Smucker position peaked at $13K in Q1 2018.
795 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.