KF
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Krilogy Financial’s J.M. Smucker SJM Stock Holding History

Krilogy Financial’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
Q4 		– Sell
-546
Closed -$56K – 582
2018
Q3 		$56K Buy
+546
New +$59.6K 0.01% 300
2018
Q2 		– Sell
-546
Closed -$68K – 568
2018
Q1 		$68K Buy
546
+536
+5,360% +$66.9K 0.02% 289
2017
Q4 		$1K Hold
10
– – ﹤0.01% 743
2017
Q3 		$1K Hold
10
– – ﹤0.01% 780
2017
Q2 		$1K Hold
10
– – ﹤0.01% 701
2017
Q1 		$1K Hold
10
– – ﹤0.01% 690
2016
Q4 		$1K Hold
10
– – ﹤0.01% 690
2016
Q3 		$1K Hold
10
– – ﹤0.01% 711
2016
Q2 		$2K Hold
10
– – ﹤0.01% 686
2016
Q1 		$1K Buy
+10
New +$1.26K ﹤0.01% 656
2015
Q4 		– Sell
-10
Closed -$1K – 581
2015
Q3 		$1K Buy
+10
New +$1.11K ﹤0.01% 590

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return