NFA
SJM icon

Nationwide Fund Advisors’s J.M. Smucker SJM Stock Holding History

Nationwide Fund 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
Q4 		– Sell
-210,042
Closed -$22M – 1759
2017
Q3 		$22M Buy
210,042
+1,342
+0.6% +$153K 0.09% 268
2017
Q2 		$24.7M Sell
208,700
-58,085
-22% -$7.34M 0.1% 233
2017
Q1 		$35M Sell
266,785
-23,420
-8% -$3.18M 0.14% 141
2016
Q4 		$37.2M Sell
290,205
-3,956
-1% -$513K 0.15% 123
2016
Q3 		$39.9M Buy
294,161
+103,146
+54% +$15.1M 0.17% 107
2016
Q2 		$29.1M Buy
191,015
+5,145
+3% +$684K 0.13% 175
2016
Q1 		$24.1M Sell
185,870
-6,838
-4% -$862K 0.1% 216
2015
Q4 		$23.8M Sell
192,708
-7,038
-4% -$839K 0.1% 229
2015
Q3 		$22.8M Buy
199,746
+4,569
+2% +$509K 0.1% 226
2015
Q2 		$21.2M Sell
195,177
-34,957
-15% -$4.05M 0.09% 276
2015
Q1 		$26.6M Sell
230,134
-62,190
-21% -$6.82M 0.11% 214
2014
Q4 		$29.5M Buy
292,324
+51,129
+21% +$5.18M 0.13% 183
2014
Q3 		$23.9M Sell
241,195
-8,449
-3% -$867K 0.1% 236
2014
Q2 		$26.6M Buy
249,644
+13,588
+6% +$1.36M 0.11% 217
2014
Q1 		$23M Sell
236,056
-64,264
-21% -$6.25M 0.11% 228
2013
Q4 		$31.1M Sell
300,320
-47,844
-14% -$5.07M 0.13% 173
2013
Q3 		$36.6M Buy
348,164
+222,177
+176% +$24.1M 0.16% 120
2013
Q2 		$13M Buy
+125,987
New +$12.8M 0.07% 351

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 $3.37T 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 $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nationwide Fund Advisors's SJM Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 210,042 shares — an estimated $22M sold.

Nationwide Fund Advisors first reported a position in SJM in Q2 2013 and held it in 18 quarters. The position peaked at $39.9M in Q3 2016. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 210,042 J.M. Smucker shares in Q4 2017, an estimated $22M.
  • Nationwide Fund Advisors first reported a position in J.M. Smucker in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's J.M. Smucker position peaked at $39.9M in Q3 2016.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.