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Mountain Capital Investment Advisors’s J.M. Smucker SJM Stock Holding History

Mountain Capital Investment 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
Q3 		– Sell
-15
Closed -$2K – 537
2017
Q2 		$2K Buy
+15
New +$1.9K ﹤0.01% 458

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mountain Capital Investment Advisors's SJM Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 15 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in SJM in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 15 J.M. Smucker shares in Q3 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in J.M. Smucker in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's J.M. Smucker position peaked at $2K in Q2 2017.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.