Old Mutual Customised Solutions’s J.M. Smucker SJM Stock Holding History

Old Mutual Customised Solutions’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	$282K	Hold	2,620	–	–	0.03%	509
2018 Q1	$325K	Hold	2,620	–	–	0.03%	472
2017 Q4	$326K	Hold	2,620	–	–	0.03%	473
2017 Q3	$275K	Hold	2,620	–	–	0.04%	472
2017 Q2	$310K	Hold	2,620	–	–	0.05%	438
2017 Q1	$343K	Buy	2,620 +520	+25%	+$70.7K	0.05%	397
2016 Q4	$269K	Buy	2,100 +900	+75%	+$117K	0.05%	435
2016 Q3	$163K	Sell	1,200 -600	-33%	-$88.1K	0.05%	436
2016 Q2	$274K	Sell	1,800 -1,500	-45%	-$200K	0.07%	340
2016 Q1	$428K	Hold	3,300	–	–	0.11%	227
2015 Q4	$407K	Sell	3,300 -1,000	-23%	-$119K	0.1%	239
2015 Q3	$491K	Hold	4,300	–	–	0.13%	194
2015 Q2	$466K	Buy	4,300 +400	+10%	+$46.3K	0.11%	228
2015 Q1	$451K	Buy	3,900 +800	+26%	+$87.7K	0.11%	228
2014 Q4	$313K	Buy	3,100 +200	+7%	+$20.3K	0.09%	286
2014 Q3	$287K	Sell	2,900 -300	-9%	-$30.8K	0.08%	284
2014 Q2	$341K	Buy	3,200 +1,800	+129%	+$181K	0.08%	280
2014 Q1	$136K	Hold	1,400	–	–	0.03%	522
2013 Q4	$145K	Hold	1,400	–	–	0.04%	489
2013 Q3	$147K	Hold	1,400	–	–	0.04%	459
2013 Q2	$144K	Buy	+1,400	New	+$143K	0.04%	465

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

Old Mutual Customised Solutions's SJM Position: Q2 2018 in Review

Old Mutual Customised Solutions held its J.M. Smucker (SJM) position steady in Q2 2018 at 2,620 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #509.

Old Mutual Customised Solutions first reported a position in SJM in Q2 2013 and has held it in 21 quarters since. The position peaked at $491K in Q3 2015. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

Old Mutual Customised Solutions held 2,620 shares of J.M. Smucker worth $282K as of Q2 2018.
Old Mutual Customised Solutions left its J.M. Smucker share count unchanged in Q2 2018.
J.M. Smucker made up 0.03% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #509 holding.
Old Mutual Customised Solutions first reported a position in J.M. Smucker in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's J.M. Smucker position peaked at $491K in Q3 2015.
810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.