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Optimum Investment Advisors’s J.M. Smucker SJM Stock Holding History

Optimum Investment Advisors’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
2014
Q3 		– Sell
-200
Closed -$21K – 955
2014
Q2 		$21K Buy
+200
New +$20.1K 0.01% 650

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Optimum Investment Advisors's SJM Position: Q3 2014 in Review

Optimum Investment Advisors sold out of J.M. Smucker (SJM) in Q3 2014, closing a stake of 200 shares — an estimated $21K sold.

Optimum Investment Advisors first reported a position in SJM in Q2 2014 and held it in 1 quarter. The position peaked at $21K in Q2 2014. 597 funds tracked by Wall St. Rank hold SJM as of Q3 2014.

  • Optimum Investment Advisors reported no remaining J.M. Smucker position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 J.M. Smucker shares in Q3 2014, an estimated $21K.
  • Optimum Investment Advisors first reported a position in J.M. Smucker in Q2 2014 and held it in 1 quarter.
  • Optimum Investment Advisors's J.M. Smucker position peaked at $21K in Q2 2014.
  • 597 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.