Pinnacle Summer Investments’s J.M. Smucker SJM Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$26K	Sell	206 -1,062	-84%	-$127K	﹤0.01%	429
2015 Q3	$145K	Sell	1,268 -1,899	-60%	-$212K	0.02%	333
2015 Q2	$343K	Buy	3,167 +1,001	+46%	+$116K	0.07%	145
2015 Q1	$250K	Buy	2,166 +2,001	+1,213%	+$219K	0.03%	277
2014 Q4	$17K	Buy	165 +14	+9%	+$1.42K	﹤0.01%	704
2014 Q3	$15K	Buy	151 +1	+0.7%	+$103	﹤0.01%	753
2014 Q2	$16K	Buy	150 +1	+0.7%	+$100	﹤0.01%	691
2014 Q1	$14K	Hold	149	–	–	﹤0.01%	658
2013 Q4	$15K	Buy	149 +18	+14%	+$1.91K	﹤0.01%	659
2013 Q3	$14K	Hold	131	–	–	﹤0.01%	616
2013 Q2	$14K	Buy	+131	New	+$13.3K	﹤0.01%	562

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Pinnacle Summer Investments's SJM Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its J.M. Smucker (SJM) stake by 84% in Q4 2015, selling an estimated $127K and leaving 206 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Pinnacle Summer Investments first reported a position in SJM in Q2 2013 and has held it in 11 quarters since. The position peaked at $343K in Q2 2015. 707 funds tracked by Wall St. Rank hold SJM as of Q4 2015.

Pinnacle Summer Investments held 206 shares of J.M. Smucker worth $26K as of Q4 2015.
Pinnacle Summer Investments sold 1,062 J.M. Smucker shares in Q4 2015, an estimated $127K.
J.M. Smucker made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #429 holding.
Pinnacle Summer Investments first reported a position in J.M. Smucker in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's J.M. Smucker position peaked at $343K in Q2 2015.
707 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.