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Park Avenue Institutional Advisers’s J.M. Smucker SJM Stock Holding History

Park Avenue Institutional Advisers’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
Q3 		– Sell
-754
Closed -$115K – 351
2016
Q2 		$115K Hold
754
– – 0.1% 244
2016
Q1 		$98K Sell
754
-27
-3% -$3.4K 0.08% 269
2015
Q4 		$96K Buy
781
+97
+14% +$11.6K 0.08% 275
2015
Q3 		$78K Buy
684
+25
+4% +$2.79K 0.07% 320
2015
Q2 		$71K Buy
+659
New +$76.3K 0.06% 362

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
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Park Avenue Institutional Advisers's SJM Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of J.M. Smucker (SJM) in Q3 2016, closing a stake of 754 shares — an estimated $115K sold.

Park Avenue Institutional Advisers first reported a position in SJM in Q2 2015 and held it in 5 quarters. The position peaked at $115K in Q2 2016. 746 funds tracked by Wall St. Rank hold SJM as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining J.M. Smucker position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 754 J.M. Smucker shares in Q3 2016, an estimated $115K.
  • Park Avenue Institutional Advisers first reported a position in J.M. Smucker in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's J.M. Smucker position peaked at $115K in Q2 2016.
  • 746 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.