Joel Isaacson & Co’s J.M. Smucker SJM Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-275	Closed	-$35K	–	471
2016 Q4	$35K	Hold	275	–	–	0.01%	356
2016 Q3	$37K	Hold	275	–	–	0.01%	373
2016 Q2	$42K	Hold	275	–	–	0.01%	345
2016 Q1	$36K	Hold	275	–	–	0.01%	384
2015 Q4	$34K	Hold	275	–	–	0.01%	380
2015 Q3	$31K	Hold	275	–	–	0.01%	408
2015 Q2	$30K	Sell	275 -17	-6%	-$1.97K	0.01%	439
2015 Q1	$34K	Buy	292 +5	+2%	+$548	0.01%	411
2014 Q4	$29K	Hold	287	–	–	0.01%	384
2014 Q3	$28K	Hold	287	–	–	0.01%	377
2014 Q2	$31K	Hold	287	–	–	0.01%	358
2014 Q1	$28K	Hold	287	–	–	0.01%	365
2013 Q4	$30K	Buy	+287	New	+$30.4K	0.01%	334

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joel Isaacson & Co's SJM Position: Q1 2017 in Review

Joel Isaacson & Co sold out of J.M. Smucker (SJM) in Q1 2017, closing a stake of 275 shares — an estimated $35K sold.

Joel Isaacson & Co first reported a position in SJM in Q4 2013 and held it in 13 quarters. The position peaked at $42K in Q2 2016. 805 funds tracked by Wall St. Rank hold SJM as of Q1 2017.

Joel Isaacson & Co reported no remaining J.M. Smucker position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 275 J.M. Smucker shares in Q1 2017, an estimated $35K.
Joel Isaacson & Co first reported a position in J.M. Smucker in Q4 2013 and held it in 13 quarters.
Joel Isaacson & Co's J.M. Smucker position peaked at $42K in Q2 2016.
805 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.