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Lowe Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Lowe Wealth 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
Q4 		– Sell
-31
Closed -$3K – 300
2018
Q3 		$3K Buy
+31
New +$3.38K ﹤0.01% 245
2016
Q3 		– Sell
-18
Closed -$3K – 253
2016
Q2 		$3K Buy
+18
New +$2.39K ﹤0.01% 188

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
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

Lowe Wealth Advisors's SJM Position: Q4 2018 in Review

Lowe Wealth Advisors sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 31 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in SJM in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Lowe Wealth Advisors reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 31 J.M. Smucker shares in Q4 2018, an estimated $3K.
  • Lowe Wealth Advisors first reported a position in J.M. Smucker in Q2 2016 and held it in 2 quarters.
  • Lowe Wealth Advisors's J.M. Smucker position peaked at $3K in Q3 2018.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.