Mosaic Family Wealth’s J.M. Smucker SJM Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-280	Closed	-$33K	–	532
2019 Q1	$33K	Sell	280 -11	-4%	-$1.15K	0.01%	364
2018 Q4	$27K	Hold	291	–	–	0.01%	387
2018 Q3	$33K	Hold	291	–	–	0.01%	367
2018 Q2	$31K	Hold	291	–	–	0.01%	377
2018 Q1	$36K	Hold	291	–	–	0.01%	352
2017 Q4	$36K	Sell	291 -34	-10%	-$3.78K	0.01%	371
2017 Q3	$34K	Hold	325	–	–	0.01%	393
2017 Q2	$38K	Hold	325	–	–	0.02%	357
2017 Q1	$43K	Hold	325	–	–	0.02%	344
2016 Q4	$42K	Sell	325 -63	-16%	-$8.16K	0.02%	345
2016 Q3	$53K	Sell	388 -363	-48%	-$53.3K	0.02%	320
2016 Q2	$115K	Buy	751 +20	+3%	+$2.66K	0.06%	229
2016 Q1	$94K	Buy	731 +400	+121%	+$50.4K	0.05%	254
2015 Q4	$40K	Buy	+331	New	+$39.5K	0.02%	351

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Mosaic Family Wealth's SJM Position: Q2 2019 in Review

Mosaic Family Wealth sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 280 shares — an estimated $33K sold.

Mosaic Family Wealth first reported a position in SJM in Q4 2015 and held it in 14 quarters. The position peaked at $115K in Q2 2016. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

Mosaic Family Wealth reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 280 J.M. Smucker shares in Q2 2019, an estimated $33K.
Mosaic Family Wealth first reported a position in J.M. Smucker in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's J.M. Smucker position peaked at $115K in Q2 2016.
798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.