Index Management Solutions’s J.M. Smucker SJM Stock Holding History

Index Management Solutions’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 Q3	$79K	Sell	696 -21	-3%	-$2.34K	0.08%	84
2015 Q2	$78K	Buy	717 +377	+111%	+$43.6K	0.07%	122
2015 Q1	$39K	Hold	340	–	–	0.03%	178
2014 Q4	$34K	Sell	340 -8,647	-96%	-$876K	﹤0.01%	586
2014 Q3	$890K	Buy	8,987 +1,882	+26%	+$193K	0.1%	163
2014 Q2	$757K	Buy	7,105 +4,534	+176%	+$455K	0.09%	219
2014 Q1	$250K	Buy	2,571 +1,725	+204%	+$168K	0.04%	238
2013 Q4	$88K	Buy	846 +20	+2%	+$2.12K	0.02%	237
2013 Q3	$87K	Buy	+826	New	+$89.4K	0.03%	236

Other funds holding SJM

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

Sculptor Capital New York $9.61B AUM 27.49% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Index Management Solutions's SJM Position: Q3 2015 in Review

Index Management Solutions reduced its J.M. Smucker (SJM) stake by 2.9% in Q3 2015, selling an estimated $2.34K and leaving 696 shares worth $79K. The position accounts for 0.08% of the portfolio, ranked #84.

Index Management Solutions first reported a position in SJM in Q3 2013 and has held it in 9 quarters since. The position peaked at $890K in Q3 2014. 677 funds tracked by Wall St. Rank hold SJM as of Q3 2015.

Index Management Solutions held 696 shares of J.M. Smucker worth $79K as of Q3 2015.
Index Management Solutions sold 21 J.M. Smucker shares in Q3 2015, an estimated $2.34K.
J.M. Smucker made up 0.08% of Index Management Solutions's portfolio in Q3 2015, its #84 holding.
Index Management Solutions first reported a position in J.M. Smucker in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's J.M. Smucker position peaked at $890K in Q3 2014.
677 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.