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Grassi Investment Management’s J.M. Smucker SJM Stock Holding History

Grassi Investment 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
2016
Q4 		– Sell
-1,750
Closed -$237K – 137
2016
Q3 		$237K Buy
+1,750
New +$257K 0.04% 124

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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grassi Investment Management's SJM Position: Q4 2016 in Review

Grassi Investment Management sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 1,750 shares — an estimated $237K sold.

Grassi Investment Management first reported a position in SJM in Q3 2016 and held it in 1 quarter. The position peaked at $237K in Q3 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Grassi Investment Management reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
  • Grassi Investment Management sold 1,750 J.M. Smucker shares in Q4 2016, an estimated $237K.
  • Grassi Investment Management first reported a position in J.M. Smucker in Q3 2016 and held it in 1 quarter.
  • Grassi Investment Management's J.M. Smucker position peaked at $237K in Q3 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Grassi Investment Management's 13F filing for Q4 2016, filed 12 Jan 2017.