Gupta Wealth Management’s J.M. Smucker SJM Stock Holding History

Gupta Wealth 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 Q1	–	Sell	-13	Closed	-$2K	–	1267
2015 Q4	$2K	Sell	13 -60	-82%	-$7.15K	﹤0.01%	1134
2015 Q3	$8K	Sell	73 -1	-1%	-$111	﹤0.01%	965
2015 Q2	$8K	Sell	74 -74	-50%	-$8.56K	﹤0.01%	955
2015 Q1	$17K	Buy	+148	New	+$16.2K	0.01%	642

Other funds holding SJM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Gupta Wealth Management's SJM Position: Q1 2016 in Review

Gupta Wealth Management sold out of J.M. Smucker (SJM) in Q1 2016, closing a stake of 13 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in SJM in Q1 2015 and held it in 4 quarters. The position peaked at $17K in Q1 2015. 713 funds tracked by Wall St. Rank hold SJM as of Q1 2016.

Gupta Wealth Management reported no remaining J.M. Smucker position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 13 J.M. Smucker shares in Q1 2016, an estimated $2K.
Gupta Wealth Management first reported a position in J.M. Smucker in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's J.M. Smucker position peaked at $17K in Q1 2015.
713 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.