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Nations Financial Group’s J.M. Smucker SJM Stock Holding History

Nations Financial Group’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
-2,678
Closed -$312K – 180
2019
Q1 		$312K Buy
2,678
+148
+6% +$15.5K 0.21% 122
2018
Q4 		$237K Sell
2,530
-125
-5% -$13.1K 0.19% 132
2018
Q3 		$272K Sell
2,655
-95
-3% -$10.4K 0.19% 133
2018
Q2 		$296K Sell
2,750
-50
-2% -$5.61K 0.25% 117
2018
Q1 		$347K Sell
2,800
-200
-7% -$25K 0.32% 93
2017
Q4 		$373K Sell
3,000
-160
-5% -$17.8K 0.34% 89
2017
Q3 		$332K Buy
+3,160
New +$361K 0.32% 96

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nations Financial Group's SJM Position: Q2 2019 in Review

Nations Financial Group sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 2,678 shares — an estimated $312K sold.

Nations Financial Group first reported a position in SJM in Q3 2017 and held it in 7 quarters. The position peaked at $373K in Q4 2017. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Nations Financial Group reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Nations Financial Group sold 2,678 J.M. Smucker shares in Q2 2019, an estimated $312K.
  • Nations Financial Group first reported a position in J.M. Smucker in Q3 2017 and held it in 7 quarters.
  • Nations Financial Group's J.M. Smucker position peaked at $373K in Q4 2017.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Nations Financial Group's 13F filing for Q2 2019, filed 13 Aug 2019.