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New York Life Trust’s J.M. Smucker SJM Stock Holding History

New York Life Trust’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
Q1 		– Sell
-261
Closed -$33K – 237
2016
Q4 		$33K Sell
261
-370
-59% -$48K 0.16% 160
2016
Q3 		$86K Sell
631
-111
-15% -$16.3K 0.42% 92
2016
Q2 		$113K Sell
742
-167
-18% -$22.2K 0.55% 43
2016
Q1 		$118K Buy
+909
New +$115K 0.51% 54

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New York Life Trust's SJM Position: Q1 2017 in Review

New York Life Trust sold out of J.M. Smucker (SJM) in Q1 2017, closing a stake of 261 shares — an estimated $33K sold.

New York Life Trust first reported a position in SJM in Q1 2016 and held it in 4 quarters. The position peaked at $118K in Q1 2016. 805 funds tracked by Wall St. Rank hold SJM as of Q1 2017.

  • New York Life Trust reported no remaining J.M. Smucker position as of Q1 2017 after selling out during the quarter.
  • New York Life Trust sold 261 J.M. Smucker shares in Q1 2017, an estimated $33K.
  • New York Life Trust first reported a position in J.M. Smucker in Q1 2016 and held it in 4 quarters.
  • New York Life Trust's J.M. Smucker position peaked at $118K in Q1 2016.
  • 805 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.