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National Planning Corporation’s J.M. Smucker SJM Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-2,344
Closed -$246K – 518
2017
Q3 		$246K Sell
2,344
-194
-8% -$22.2K 0.02% 576
2017
Q2 		$300K Sell
2,538
-22
-0.9% -$2.78K 0.02% 560
2017
Q1 		$335K Sell
2,560
-286
-10% -$38.9K 0.03% 483
2016
Q4 		$392K Buy
2,846
+52
+2% +$6.74K 0.03% 427
2016
Q3 		$367K Hold
2,794
– – 0.03% 432
2016
Q2 		$432K Hold
2,794
– – 0.03% 412
2016
Q1 		$361K Sell
2,794
-1,282
-31% -$162K 0.03% 436
2015
Q4 		$511K Buy
4,076
+1,373
+51% +$164K 0.04% 401
2015
Q3 		$318K Buy
2,703
+80
+3% +$8.92K 0.03% 447
2015
Q2 		$286K Buy
2,623
+318
+14% +$36.8K 0.03% 491
2015
Q1 		$268K Sell
2,305
-1,237
-35% -$136K 0.02% 517
2014
Q4 		$355K Buy
3,542
+29
+0.8% +$2.94K 0.03% 497
2014
Q3 		$347K Sell
3,513
-1,648
-32% -$169K 0.03% 515
2014
Q2 		$550K Buy
5,161
+172
+3% +$17.3K 0.04% 369
2014
Q1 		$488K Buy
4,989
+373
+8% +$36.3K 0.04% 380
2013
Q4 		$476K Buy
4,616
+598
+15% +$63.4K 0.04% 376
2013
Q3 		$421K Buy
4,018
+1,419
+55% +$154K 0.04% 394
2013
Q2 		$267K Buy
+2,599
New +$265K 0.03% 412

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Planning Corporation's SJM Position: Q4 2017 in Review

National Planning Corporation sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 2,344 shares — an estimated $246K sold.

National Planning Corporation first reported a position in SJM in Q2 2013 and held it in 18 quarters. The position peaked at $550K in Q2 2014. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • National Planning Corporation reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 2,344 J.M. Smucker shares in Q4 2017, an estimated $246K.
  • National Planning Corporation first reported a position in J.M. Smucker in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's J.M. Smucker position peaked at $550K in Q2 2014.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.