Independent Portfolio Consultants’s J.M. Smucker SJM Stock Holding History

Independent Portfolio Consultants’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 Q2	–	Sell	-15	Closed	-$2K	–	1014
2015 Q1	$2K	Buy	+15	New	+$1.64K	﹤0.01%	884

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

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

Independent Portfolio Consultants's SJM Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of J.M. Smucker (SJM) in Q2 2015, closing a stake of 15 shares — an estimated $2K sold.

Independent Portfolio Consultants first reported a position in SJM in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 633 funds tracked by Wall St. Rank hold SJM as of Q2 2015.

Independent Portfolio Consultants reported no remaining J.M. Smucker position as of Q2 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 15 J.M. Smucker shares in Q2 2015, an estimated $2K.
Independent Portfolio Consultants first reported a position in J.M. Smucker in Q1 2015 and held it in 1 quarter.
Independent Portfolio Consultants's J.M. Smucker position peaked at $2K in Q1 2015.
633 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.