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Integrated Investment Consultants’s J.M. Smucker SJM Stock Holding History

Integrated Investment 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
2018
Q2 		– Sell
-132
Closed -$16K – 608
2018
Q1 		$16K Buy
+132
New +$16.5K 0.01% 575

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Investment Consultants's SJM Position: Q2 2018 in Review

Integrated Investment Consultants sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 132 shares — an estimated $16K sold.

Integrated Investment Consultants first reported a position in SJM in Q1 2018 and held it in 1 quarter. The position peaked at $16K in Q1 2018. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Integrated Investment Consultants reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 132 J.M. Smucker shares in Q2 2018, an estimated $16K.
  • Integrated Investment Consultants first reported a position in J.M. Smucker in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's J.M. Smucker position peaked at $16K in Q1 2018.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.