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Gofen & Glossberg’s J.M. Smucker SJM Stock Holding History

Gofen & Glossberg’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
Q2 		– Sell
-172
Closed -$17K – 491
2014
Q1 		$17K Buy
172
+80
+87% +$7.78K ﹤0.01% 522
2013
Q4 		$10K Hold
92
– – ﹤0.01% 527
2013
Q3 		$10K Hold
92
– – ﹤0.01% 503
2013
Q2 		$9K Buy
+92
New +$9.37K ﹤0.01% 478

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gofen & Glossberg's SJM Position: Q2 2014 in Review

Gofen & Glossberg sold out of J.M. Smucker (SJM) in Q2 2014, closing a stake of 172 shares — an estimated $17K sold.

Gofen & Glossberg first reported a position in SJM in Q2 2013 and held it in 4 quarters. The position peaked at $17K in Q1 2014. 609 funds tracked by Wall St. Rank hold SJM as of Q2 2014.

  • Gofen & Glossberg reported no remaining J.M. Smucker position as of Q2 2014 after selling out during the quarter.
  • Gofen & Glossberg sold 172 J.M. Smucker shares in Q2 2014, an estimated $17K.
  • Gofen & Glossberg first reported a position in J.M. Smucker in Q2 2013 and held it in 4 quarters.
  • Gofen & Glossberg's J.M. Smucker position peaked at $17K in Q1 2014.
  • 609 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2014.

Based on Gofen & Glossberg's 13F filing for Q2 2014, filed 15 Jul 2014.