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KMS Financial Services’s J.M. Smucker SJM Stock Holding History

KMS Financial 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
2014
Q3 		$218K Buy
2,199
+7
+0.3% +$718 0.03% 465
2014
Q2 		$234K Buy
2,192
+6
+0.3% +$602 0.03% 453
2014
Q1 		$213K Buy
2,186
+91
+4% +$8.85K 0.03% 467
2013
Q4 		$217K Sell
2,095
-59
-3% -$6.26K 0.04% 452
2013
Q3 		$226K Buy
+2,154
New +$233K 0.06% 366

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

KMS Financial Services's SJM Position: Q3 2014 in Review

KMS Financial Services increased its J.M. Smucker (SJM) stake by 0.32% in Q3 2014, buying an estimated $718 and bringing the position to 2,199 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #465.

KMS Financial Services first reported a position in SJM in Q3 2013 and has held it in 5 quarters since. The position peaked at $234K in Q2 2014. 597 funds tracked by Wall St. Rank hold SJM as of Q3 2014.

  • KMS Financial Services held 2,199 shares of J.M. Smucker worth $218K as of Q3 2014.
  • KMS Financial Services bought 7 J.M. Smucker shares in Q3 2014, an estimated $718.
  • J.M. Smucker made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #465 holding.
  • KMS Financial Services first reported a position in J.M. Smucker in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's J.M. Smucker position peaked at $234K in Q2 2014.
  • 597 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.