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Northwest Wealth Management’s J.M. Smucker SJM Stock Holding History

Northwest Wealth Management’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
-19
Closed -$2K – 404
2019
Q1 		$2K Hold
19
– – ﹤0.01% 479
2018
Q4 		$2K Hold
19
– – ﹤0.01% 467
2018
Q3 		$2K Hold
19
– – ﹤0.01% 484
2018
Q2 		$2K Hold
19
– – ﹤0.01% 472
2018
Q1 		$2K Buy
+19
New +$2.37K ﹤0.01% 486

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Northwest Wealth Management's SJM Position: Q2 2019 in Review

Northwest Wealth Management sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 19 shares — an estimated $2K sold.

Northwest Wealth Management first reported a position in SJM in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Northwest Wealth Management reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 19 J.M. Smucker shares in Q2 2019, an estimated $2K.
  • Northwest Wealth Management first reported a position in J.M. Smucker in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's J.M. Smucker position peaked at $2K in Q1 2019.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.