PAS
SJM icon

Partnervest Advisory Services’s J.M. Smucker SJM Stock Holding History

Partnervest Advisory Services’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
-125
Closed -$13K – 675
2014
Q2 		$13K Sell
125
-500
-80% -$50.2K 0.01% 645
2014
Q1 		$61K Buy
625
+500
+400% +$48.6K 0.03% 301
2013
Q4 		$13K Hold
125
– – 0.01% 582
2013
Q3 		$13K Sell
125
-6
-5% -$650 0.01% 596
2013
Q2 		$14K Buy
+131
New +$13.3K 0.01% 526

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Partnervest Advisory Services's SJM Position: Q3 2014 in Review

Partnervest Advisory Services sold out of J.M. Smucker (SJM) in Q3 2014, closing a stake of 125 shares — an estimated $13K sold.

Partnervest Advisory Services first reported a position in SJM in Q2 2013 and held it in 5 quarters. The position peaked at $61K in Q1 2014. 598 funds tracked by Wall St. Rank hold SJM as of Q3 2014.

  • Partnervest Advisory Services reported no remaining J.M. Smucker position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 125 J.M. Smucker shares in Q3 2014, an estimated $13K.
  • Partnervest Advisory Services first reported a position in J.M. Smucker in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's J.M. Smucker position peaked at $61K in Q1 2014.
  • 598 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.