O'Brien Wealth Partners’s J.M. Smucker SJM Stock Holding History

O'Brien Wealth Partners’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
2018 Q2	–	Sell	-25	Closed	-$3K	–	164
2018 Q1	$3K	Buy	+25	New	+$3.12K	﹤0.01%	162

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's SJM Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 25 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in SJM in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

O'Brien Wealth Partners reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 25 J.M. Smucker shares in Q2 2018, an estimated $3K.
O'Brien Wealth Partners first reported a position in J.M. Smucker in Q1 2018 and held it in 1 quarter.
O'Brien Wealth Partners's J.M. Smucker position peaked at $3K in Q1 2018.
810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.