Guardian Investor Services’s J.M. Smucker SJM Stock Holding History

Guardian Investor Services’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
2015 Q1	$81K	Hold	703	–	–	0.06%	341
2014 Q4	$71K	Sell	703 -20	-3%	-$2.03K	0.06%	366
2014 Q3	$72K	Sell	723 -65	-8%	-$6.67K	0.06%	357
2014 Q2	$84K	Sell	788 -42	-5%	-$4.22K	0.06%	342
2014 Q1	$81K	Sell	830 -13	-2%	-$1.26K	0.06%	352
2013 Q4	$87K	Sell	843 -29	-3%	-$3.08K	0.07%	336
2013 Q3	$92K	Hold	872	–	–	0.08%	311
2013 Q2	$90K	Buy	+872	New	+$88.8K	0.08%	302

Other funds holding SJM

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCP

Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return

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

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Guardian Investor Services's SJM Position: Q1 2015 in Review

Guardian Investor Services held its J.M. Smucker (SJM) position steady in Q1 2015 at 703 shares worth $81K. The position accounts for 0.06% of the portfolio, ranked #341.

Guardian Investor Services first reported a position in SJM in Q2 2013 and has held it in 8 quarters since. The position peaked at $92K in Q3 2013. 631 funds tracked by Wall St. Rank hold SJM as of Q1 2015.

Guardian Investor Services held 703 shares of J.M. Smucker worth $81K as of Q1 2015.
Guardian Investor Services left its J.M. Smucker share count unchanged in Q1 2015.
J.M. Smucker made up 0.06% of Guardian Investor Services's portfolio in Q1 2015, its #341 holding.
Guardian Investor Services first reported a position in J.M. Smucker in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's J.M. Smucker position peaked at $92K in Q3 2013.
631 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.