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Mariner Wealth Advisors (Cincinnati)’s J.M. Smucker SJM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$625K Buy
6,087
+647
+12% +$70.7K 0.03% 169
2018
Q2 		$585K Buy
5,440
+1,209
+29% +$136K 0.03% 168
2018
Q1 		$525K Buy
4,231
+120
+3% +$15K 0.03% 180
2017
Q4 		$511K Buy
4,111
+1,604
+64% +$178K 0.03% 178
2017
Q3 		$263K Buy
2,507
+197
+9% +$22.5K 0.02% 234
2017
Q2 		$273K Buy
2,310
+30
+1% +$3.79K 0.02% 222
2017
Q1 		$299K Sell
2,280
-153
-6% -$20.8K 0.02% 216
2016
Q4 		$312K Sell
2,433
-187
-7% -$24.2K 0.02% 201
2016
Q3 		$355K Sell
2,620
-131
-5% -$19.2K 0.03% 193
2016
Q2 		$419K Buy
2,751
+1,137
+70% +$151K 0.04% 172
2016
Q1 		$210K Sell
1,614
-160
-9% -$20.2K 0.02% 228
2015
Q4 		$219K Buy
+1,774
New +$211K 0.02% 220
2015
Q1 		$240K Buy
+2,077
New +$228K 0.03% 162

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SJM Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its J.M. Smucker (SJM) stake by 12% in Q3 2018, buying an estimated $70.7K and bringing the position to 6,087 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #169.

Mariner Wealth Advisors (Cincinnati) first reported a position in SJM in Q1 2015 and has held it in 13 quarters since. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 6,087 shares of J.M. Smucker worth $625K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 647 J.M. Smucker shares in Q3 2018, an estimated $70.7K.
  • J.M. Smucker made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #169 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in J.M. Smucker in Q1 2015 and has held it in 13 quarters since.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.