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NFA
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
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$6.9T AUM
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30.48%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
LSV Asset Management
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$46.4B AUM
27.74%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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