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

Greystone 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
2014
Q1 		– Sell
-1,975
Closed -$205K – 62
2013
Q4 		$205K Hold
1,975
– – 0.08% 53
2013
Q3 		$207K Hold
1,975
– – 0.09% 52
2013
Q2 		$204K Buy
+1,975
New +$201K 0.09% 51

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greystone Investment Management's SJM Position: Q1 2014 in Review

Greystone Investment Management sold out of J.M. Smucker (SJM) in Q1 2014, closing a stake of 1,975 shares — an estimated $205K sold.

Greystone Investment Management first reported a position in SJM in Q2 2013 and held it in 3 quarters. The position peaked at $207K in Q3 2013. 598 funds tracked by Wall St. Rank hold SJM as of Q1 2014.

  • Greystone Investment Management reported no remaining J.M. Smucker position as of Q1 2014 after selling out during the quarter.
  • Greystone Investment Management sold 1,975 J.M. Smucker shares in Q1 2014, an estimated $205K.
  • Greystone Investment Management first reported a position in J.M. Smucker in Q2 2013 and held it in 3 quarters.
  • Greystone Investment Management's J.M. Smucker position peaked at $207K in Q3 2013.
  • 598 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2014.

Based on Greystone Investment Management's 13F filing for Q1 2014, filed 7 May 2014.