LWAC
SJM icon

Laurel Wealth Advisors (California)’s J.M. Smucker SJM Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-1,751
Closed -$217K – 377
2017
Q4 		$217K Buy
+1,751
New +$195K 0.06% 317

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SJM Position: Q1 2018 in Review

Laurel Wealth Advisors (California) sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 1,751 shares — an estimated $217K sold.

Laurel Wealth Advisors (California) first reported a position in SJM in Q4 2017 and held it in 1 quarter. The position peaked at $217K in Q4 2017. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

  • Laurel Wealth Advisors (California) reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,751 J.M. Smucker shares in Q1 2018, an estimated $217K.
  • Laurel Wealth Advisors (California) first reported a position in J.M. Smucker in Q4 2017 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s J.M. Smucker position peaked at $217K in Q4 2017.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2018, filed 16 May 2018.