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Global Financial Private Capital’s J.M. Smucker SJM Stock Holding History

Global Financial Private Capital’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
Q1 		– Sell
-4,163
Closed -$517K – 552
2017
Q4 		$517K Sell
4,163
-288
-6% -$32K 0.02% 339
2017
Q3 		$467K Buy
4,451
+1,017
+30% +$116K 0.02% 334
2017
Q2 		$406K Buy
3,434
+338
+11% +$42.7K 0.02% 178
2017
Q1 		$406K Buy
+3,096
New +$421K 0.02% 179

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Financial Private Capital's SJM Position: Q1 2018 in Review

Global Financial Private Capital sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 4,163 shares — an estimated $517K sold.

Global Financial Private Capital first reported a position in SJM in Q1 2017 and held it in 4 quarters. The position peaked at $517K in Q4 2017. 810 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

  • Global Financial Private Capital reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 4,163 J.M. Smucker shares in Q1 2018, an estimated $517K.
  • Global Financial Private Capital first reported a position in J.M. Smucker in Q1 2017 and held it in 4 quarters.
  • Global Financial Private Capital's J.M. Smucker position peaked at $517K in Q4 2017.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Global Financial Private Capital's 13F filing for Q1 2018, filed 14 May 2018.