OCM
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Orleans Capital Management’s J.M. Smucker SJM Stock Holding History

Orleans Capital 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
2017
Q3 		– Sell
-9,103
Closed -$1.08M – 81
2017
Q2 		$1.08M Sell
9,103
-250
-3% -$31.6K 0.76% 50
2017
Q1 		$1.23M Sell
9,353
-810
-8% -$110K 0.85% 50
2016
Q4 		$1.3M Sell
10,163
-1,128
-10% -$146K 0.93% 48
2016
Q3 		$1.53M Hold
11,291
– – 1.06% 44
2016
Q2 		$1.72M Sell
11,291
-130
-1% -$17.3K 1.2% 37
2016
Q1 		$1.48M Sell
11,421
-90
-0.8% -$11.3K 1.12% 39
2015
Q4 		$1.42M Buy
11,511
+13
+0.1% +$1.55K 1.09% 41
2015
Q3 		$1.31M Sell
11,498
-399
-3% -$44.5K 1.04% 45
2015
Q2 		$1.29M Sell
11,897
-403
-3% -$46.6K 0.91% 52
2015
Q1 		$1.42M Sell
12,300
-1,137
-8% -$125K 0.93% 49
2014
Q4 		$1.36M Sell
13,437
-2,764
-17% -$280K 0.83% 51
2014
Q3 		$1.6M Sell
16,201
-227
-1% -$23.3K 0.79% 59
2014
Q2 		$1.75M Buy
16,428
+900
+6% +$90.3K 0.82% 57
2014
Q1 		$1.51M Buy
15,528
+15
+0.1% +$1.46K 0.77% 59
2013
Q4 		$1.61M Sell
15,513
-87
-0.6% -$9.23K 0.83% 59
2013
Q3 		$1.64M Buy
15,600
+39
+0.3% +$4.22K 0.89% 53
2013
Q2 		$1.6M Buy
+15,561
New +$1.58M 0.91% 53

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Wells Fargo
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Dimensional Fund Advisors
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Northern Trust
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CP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return