Investors Capital Advisory Services’s J.M. Smucker SJM Stock Holding History

Investors Capital Advisory Services’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 Q2	$284K	Sell	1,869 -189	-9%	-$25.1K	0.05%	462
2016 Q1	$267K	Buy	+2,058	New	+$259K	0.05%	461

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Investors Capital Advisory Services's SJM Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its J.M. Smucker (SJM) stake by 9.2% in Q2 2016, selling an estimated $25.1K and leaving 1,869 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #462.

Investors Capital Advisory Services first reported a position in SJM in Q1 2016 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold SJM as of Q2 2016.

Investors Capital Advisory Services held 1,869 shares of J.M. Smucker worth $284K as of Q2 2016.
Investors Capital Advisory Services sold 189 J.M. Smucker shares in Q2 2016, an estimated $25.1K.
J.M. Smucker made up 0.05% of Investors Capital Advisory Services's portfolio in Q2 2016, its #462 holding.
Investors Capital Advisory Services first reported a position in J.M. Smucker in Q1 2016 and has held it in 2 quarters since.
764 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.