Lawson Kroeker Investment Management’s J.M. Smucker SJM Stock Holding History

Lawson Kroeker Investment Management’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 Q2	–	Sell	-3,012	Closed	-$391K	–	75
2016 Q1	$391K	Hold	3,012	–	–	0.13%	63
2015 Q4	$372K	Hold	3,012	–	–	0.13%	65
2015 Q3	$344K	Sell	3,012 -2,355	-44%	-$263K	0.12%	66
2015 Q2	$582K	Hold	5,367	–	–	0.17%	64
2015 Q1	$621K	Buy	5,367 +12	+0.2%	+$1.31K	0.18%	63
2014 Q4	$541K	Hold	5,355	–	–	0.17%	59
2014 Q3	$530K	Sell	5,355 -1,100	-17%	-$113K	0.16%	58
2014 Q2	$688K	Hold	6,455	–	–	0.2%	58
2014 Q1	$628K	Buy	6,455 +1,205	+23%	+$117K	0.2%	59
2013 Q4	$544K	Hold	5,250	–	–	0.17%	59
2013 Q3	$551K	Hold	5,250	–	–	0.18%	59
2013 Q2	$542K	Buy	+5,250	New	+$535K	0.19%	58

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lawson Kroeker Investment Management's SJM Position: Q2 2016 in Review

Lawson Kroeker Investment Management sold out of J.M. Smucker (SJM) in Q2 2016, closing a stake of 3,012 shares — an estimated $391K sold.

Lawson Kroeker Investment Management first reported a position in SJM in Q2 2013 and held it in 12 quarters. The position peaked at $688K in Q2 2014. 765 funds tracked by Wall St. Rank hold SJM as of Q2 2016.

Lawson Kroeker Investment Management reported no remaining J.M. Smucker position as of Q2 2016 after selling out during the quarter.
Lawson Kroeker Investment Management sold 3,012 J.M. Smucker shares in Q2 2016, an estimated $391K.
Lawson Kroeker Investment Management first reported a position in J.M. Smucker in Q2 2013 and held it in 12 quarters.
Lawson Kroeker Investment Management's J.M. Smucker position peaked at $688K in Q2 2014.
765 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2016.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2016, filed 6 Jul 2016.