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McAdams Wright Ragen’s J.M. Smucker SJM Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$344K Sell
3,477
-1,075
-24% -$110K 0.02% 314
2014
Q2 		$485K Buy
4,552
+1,000
+28% +$100K 0.03% 261
2014
Q1 		$345K Buy
3,552
+8
+0.2% +$778 0.02% 285
2013
Q4 		$367K Sell
3,544
-62
-2% -$6.58K 0.02% 267
2013
Q3 		$379K Buy
3,606
+62
+2% +$6.71K 0.03% 242
2013
Q2 		$366K Buy
+3,544
New +$361K 0.03% 245

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

McAdams Wright Ragen's SJM Position: Q3 2014 in Review

McAdams Wright Ragen reduced its J.M. Smucker (SJM) stake by 24% in Q3 2014, selling an estimated $110K and leaving 3,477 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #314.

McAdams Wright Ragen first reported a position in SJM in Q2 2013 and has held it in 6 quarters since. The position peaked at $485K in Q2 2014. 597 funds tracked by Wall St. Rank hold SJM as of Q3 2014.

  • McAdams Wright Ragen held 3,477 shares of J.M. Smucker worth $344K as of Q3 2014.
  • McAdams Wright Ragen sold 1,075 J.M. Smucker shares in Q3 2014, an estimated $110K.
  • J.M. Smucker made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #314 holding.
  • McAdams Wright Ragen first reported a position in J.M. Smucker in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's J.M. Smucker position peaked at $485K in Q2 2014.
  • 597 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.