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Kovack Advisors’s J.M. Smucker SJM Stock Holding History

Kovack Advisors’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
2018
Q3 		– Sell
-2,263
Closed -$243K – 504
2018
Q2 		$243K Buy
2,263
+313
+16% +$35.1K 0.07% 330
2018
Q1 		$242K Buy
1,950
+265
+16% +$33.1K 0.06% 367
2017
Q4 		$209K Buy
+1,685
New +$187K 0.05% 399

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Kovack Advisors's SJM Position: Q3 2018 in Review

Kovack Advisors sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 2,263 shares — an estimated $243K sold.

Kovack Advisors first reported a position in SJM in Q4 2017 and held it in 3 quarters. The position peaked at $243K in Q2 2018. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Kovack Advisors reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Kovack Advisors sold 2,263 J.M. Smucker shares in Q3 2018, an estimated $243K.
  • Kovack Advisors first reported a position in J.M. Smucker in Q4 2017 and held it in 3 quarters.
  • Kovack Advisors's J.M. Smucker position peaked at $243K in Q2 2018.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Kovack Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.