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IFC Holdings’s J.M. Smucker SJM Stock Holding History

IFC Holdings’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
2017
Q2 		– Sell
-1,539
Closed -$200K – 512
2017
Q1 		$200K Sell
1,539
-102
-6% -$13.9K 0.02% 435
2016
Q4 		$211K Sell
1,641
-82
-5% -$10.6K 0.02% 380
2016
Q3 		$238K Sell
1,723
-305
-15% -$44.8K 0.03% 335
2016
Q2 		$304K Sell
2,028
-281
-12% -$37.4K 0.03% 284
2016
Q1 		$305K Sell
2,309
-803
-26% -$101K 0.04% 279
2015
Q4 		$375K Buy
+3,112
New +$371K 0.05% 242

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFC Holdings's SJM Position: Q2 2017 in Review

IFC Holdings sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 1,539 shares — an estimated $200K sold.

IFC Holdings first reported a position in SJM in Q4 2015 and held it in 6 quarters. The position peaked at $375K in Q4 2015. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • IFC Holdings reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • IFC Holdings sold 1,539 J.M. Smucker shares in Q2 2017, an estimated $200K.
  • IFC Holdings first reported a position in J.M. Smucker in Q4 2015 and held it in 6 quarters.
  • IFC Holdings's J.M. Smucker position peaked at $375K in Q4 2015.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on IFC Holdings's 13F filing for Q2 2017, filed 2 Aug 2017.