Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s J.M. Smucker SJM Stock Holding History

Luther King Capital Management (LKCM)’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
2013
Q4 		– Sell
-3,150
Closed -$331K – 614
2013
Q3 		$331K Buy
+3,150
New +$341K ﹤0.01% 591

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Luther King Capital Management (LKCM)'s SJM Position: Q4 2013 in Review

Luther King Capital Management (LKCM) sold out of J.M. Smucker (SJM) in Q4 2013, closing a stake of 3,150 shares — an estimated $331K sold.

Luther King Capital Management (LKCM) first reported a position in SJM in Q3 2013 and held it in 1 quarter. The position peaked at $331K in Q3 2013. 605 funds tracked by Wall St. Rank hold SJM as of Q4 2013.

  • Luther King Capital Management (LKCM) reported no remaining J.M. Smucker position as of Q4 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 3,150 J.M. Smucker shares in Q4 2013, an estimated $331K.
  • Luther King Capital Management (LKCM) first reported a position in J.M. Smucker in Q3 2013 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s J.M. Smucker position peaked at $331K in Q3 2013.
  • 605 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2013, filed 12 Feb 2014.