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Northwest Investment Counselors’s J.M. Smucker SJM Stock Holding History

Northwest Investment Counselors’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
-16
Closed -$2K – 281
2017
Q3 		$2K Hold
16
– – ﹤0.01% 339
2017
Q2 		$2K Buy
+16
New +$2.02K ﹤0.01% 304

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Northwest Investment Counselors's SJM Position: Q4 2017 in Review

Northwest Investment Counselors sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 16 shares — an estimated $2K sold.

Northwest Investment Counselors first reported a position in SJM in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Northwest Investment Counselors reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Northwest Investment Counselors sold 16 J.M. Smucker shares in Q4 2017, an estimated $2K.
  • Northwest Investment Counselors first reported a position in J.M. Smucker in Q2 2017 and held it in 2 quarters.
  • Northwest Investment Counselors's J.M. Smucker position peaked at $2K in Q3 2017.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Northwest Investment Counselors's 13F filing for Q4 2017, filed 1 Feb 2018.