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Opus Capital Group’s J.M. Smucker SJM Stock Holding History

Opus Capital Group’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
2016
Q2 		– Sell
-4,317
Closed -$560K – 201
2016
Q1 		$560K Buy
4,317
+180
+4% +$22.7K 0.12% 129
2015
Q4 		$510K Sell
4,137
-1,965
-32% -$234K 0.09% 163
2015
Q3 		$696K Hold
6,102
– – 0.12% 134
2015
Q2 		$662K Buy
+6,102
New +$706K 0.1% 147

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Opus Capital Group's SJM Position: Q2 2016 in Review

Opus Capital Group sold out of J.M. Smucker (SJM) in Q2 2016, closing a stake of 4,317 shares — an estimated $560K sold.

Opus Capital Group first reported a position in SJM in Q2 2015 and held it in 4 quarters. The position peaked at $696K in Q3 2015. 764 funds tracked by Wall St. Rank hold SJM as of Q2 2016.

  • Opus Capital Group reported no remaining J.M. Smucker position as of Q2 2016 after selling out during the quarter.
  • Opus Capital Group sold 4,317 J.M. Smucker shares in Q2 2016, an estimated $560K.
  • Opus Capital Group first reported a position in J.M. Smucker in Q2 2015 and held it in 4 quarters.
  • Opus Capital Group's J.M. Smucker position peaked at $696K in Q3 2015.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2016.

Based on Opus Capital Group's 13F filing for Q2 2016, filed 5 Aug 2016.