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

OptiFour Integrated 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
Q3 		– Sell
-3,513
Closed -$405K – 76
2019
Q2 		$405K Buy
+3,513
New +$429K 0.28% 48

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

OptiFour Integrated Wealth Management's SJM Position: Q3 2019 in Review

OptiFour Integrated Wealth Management sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 3,513 shares — an estimated $405K sold.

OptiFour Integrated Wealth Management first reported a position in SJM in Q2 2019 and held it in 1 quarter. The position peaked at $405K in Q2 2019. 742 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • OptiFour Integrated Wealth Management reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 3,513 J.M. Smucker shares in Q3 2019, an estimated $405K.
  • OptiFour Integrated Wealth Management first reported a position in J.M. Smucker in Q2 2019 and held it in 1 quarter.
  • OptiFour Integrated Wealth Management's J.M. Smucker position peaked at $405K in Q2 2019.
  • 742 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q3 2019, filed 4 Oct 2019.