MYCIO Wealth Partners’s J.M. Smucker SJM Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-4	Closed	-$1K	–	578
2016 Q3	$1K	Sell	4 -48	-92%	-$7.04K	﹤0.01%	814
2016 Q2	$8K	Hold	52	–	–	﹤0.01%	595
2016 Q1	$7K	Buy	52 +48	+1,200%	+$6.05K	﹤0.01%	571
2015 Q4	$0	Hold	4	–	–	﹤0.01%	812
2015 Q3	$0	Hold	4	–	–	﹤0.01%	940
2015 Q2	$0	Hold	4	–	–	﹤0.01%	730
2015 Q1	$0	Hold	4	–	–	﹤0.01%	690
2014 Q4	$0	Hold	4	–	–	﹤0.01%	661
2014 Q3	$0	Hold	4	–	–	﹤0.01%	650
2014 Q2	$0	Hold	4	–	–	﹤0.01%	652
2014 Q1	$0	Hold	4	–	–	﹤0.01%	647
2013 Q4	$0	Hold	4	–	–	﹤0.01%	595
2013 Q3	$0	Hold	4	–	–	﹤0.01%	562
2013 Q2	$0	Buy	+4	New	+$407	﹤0.01%	553

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MYCIO Wealth Partners's SJM Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 4 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in SJM in Q2 2013 and held it in 14 quarters. The position peaked at $8K in Q2 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

MYCIO Wealth Partners reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 4 J.M. Smucker shares in Q4 2016, an estimated $1K.
MYCIO Wealth Partners first reported a position in J.M. Smucker in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's J.M. Smucker position peaked at $8K in Q2 2016.
764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.