Lucus Advisors’s J.M. Smucker SJM Stock Holding History

Lucus 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
2017 Q2	–	Sell	-3,123	Closed	-$409K	–	248
2017 Q1	$409K	Buy	+3,123	New	+$424K	0.38%	123

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lucus Advisors's SJM Position: Q2 2017 in Review

Lucus Advisors sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 3,123 shares — an estimated $409K sold.

Lucus Advisors first reported a position in SJM in Q1 2017 and held it in 1 quarter. The position peaked at $409K in Q1 2017. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

Lucus Advisors reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 3,123 J.M. Smucker shares in Q2 2017, an estimated $409K.
Lucus Advisors first reported a position in J.M. Smucker in Q1 2017 and held it in 1 quarter.
Lucus Advisors's J.M. Smucker position peaked at $409K in Q1 2017.
762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.