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Kanaly Trust’s J.M. Smucker SJM Stock Holding History

Kanaly Trust’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
Q4 		$11K Hold
82
– – ﹤0.01% 538
2016
Q3 		$11K Hold
82
– – ﹤0.01% 522
2016
Q2 		$12K Hold
82
– – ﹤0.01% 510
2016
Q1 		$11K Sell
82
-32
-28% -$4.03K ﹤0.01% 539
2015
Q4 		$14K Sell
114
-180
-61% -$21.5K ﹤0.01% 504
2015
Q3 		$34K Hold
294
– – 0.01% 345
2015
Q2 		$32K Buy
+294
New +$34K 0.01% 379

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
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
Wells Fargo
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kanaly Trust's SJM Position: Q4 2016 in Review

Kanaly Trust held its J.M. Smucker (SJM) position steady in Q4 2016 at 82 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Kanaly Trust first reported a position in SJM in Q2 2015 and has held it in 7 quarters since. The position peaked at $34K in Q3 2015. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Kanaly Trust held 82 shares of J.M. Smucker worth $11K as of Q4 2016.
  • Kanaly Trust left its J.M. Smucker share count unchanged in Q4 2016.
  • J.M. Smucker made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #538 holding.
  • Kanaly Trust first reported a position in J.M. Smucker in Q2 2015 and has held it in 7 quarters since.
  • Kanaly Trust's J.M. Smucker position peaked at $34K in Q3 2015.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.