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LBA Wealth Management’s J.M. Smucker SJM Stock Holding History

LBA Wealth 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
-35
Closed -$5K – 459
2016
Q1 		$5K Hold
35
– – ﹤0.01% 351
2015
Q4 		$4K Buy
+35
New +$4.17K ﹤0.01% 355
2015
Q3 		– Sell
-35
Closed -$4K – 372
2015
Q2 		$4K Hold
35
– – ﹤0.01% 285
2015
Q1 		$4K Hold
35
– – ﹤0.01% 276
2014
Q4 		$4K Hold
35
– – ﹤0.01% 265
2014
Q3 		$3K Hold
35
– – ﹤0.01% 387
2014
Q2 		$4K Hold
35
– – ﹤0.01% 236
2014
Q1 		$3K Hold
35
– – ﹤0.01% 241
2013
Q4 		$4K Buy
+35
New +$3.71K ﹤0.01% 244

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LBA Wealth Management's SJM Position: Q2 2016 in Review

LBA Wealth Management sold out of J.M. Smucker (SJM) in Q2 2016, closing a stake of 35 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in SJM in Q4 2013 and held it in 9 quarters. The position peaked at $5K in Q1 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q2 2016.

  • LBA Wealth Management reported no remaining J.M. Smucker position as of Q2 2016 after selling out during the quarter.
  • LBA Wealth Management sold 35 J.M. Smucker shares in Q2 2016, an estimated $5K.
  • LBA Wealth Management first reported a position in J.M. Smucker in Q4 2013 and held it in 9 quarters.
  • LBA Wealth Management's J.M. Smucker position peaked at $5K in Q1 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2016.

Based on LBA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.