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Ipswich Investment Management’s J.M. Smucker SJM Stock Holding History

Ipswich Investment Management’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 		– Sell
-500
Closed -$65K – 293
2016
Q1 		$65K Buy
+500
New +$63K 0.03% 204

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ipswich Investment Management's SJM Position: Q2 2016 in Review

Ipswich Investment Management sold out of J.M. Smucker (SJM) in Q2 2016, closing a stake of 500 shares — an estimated $65K sold.

Ipswich Investment Management first reported a position in SJM in Q1 2016 and held it in 1 quarter. The position peaked at $65K in Q1 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q2 2016.

  • Ipswich Investment Management reported no remaining J.M. Smucker position as of Q2 2016 after selling out during the quarter.
  • Ipswich Investment Management sold 500 J.M. Smucker shares in Q2 2016, an estimated $65K.
  • Ipswich Investment Management first reported a position in J.M. Smucker in Q1 2016 and held it in 1 quarter.
  • Ipswich Investment Management's J.M. Smucker position peaked at $65K in Q1 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2016.

Based on Ipswich Investment Management's 13F filing for Q2 2016, filed 2 Aug 2016.