Placemark Investments’s J.M. Smucker SJM Stock Holding History

Placemark 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
2014 Q4	$740K	Sell	7,300 -244	-3%	-$24.7K	0.01%	1015
2014 Q3	$745K	Buy	7,544 +142	+2%	+$14.6K	0.01%	1001
2014 Q2	$788K	Buy	7,402 +6	+0.1%	+$602	0.01%	976
2014 Q1	$720K	Sell	7,396 -409	-5%	-$39.8K	0.01%	951
2013 Q4	$805K	Sell	7,805 -57	-0.7%	-$6.04K	0.01%	942
2013 Q3	$825K	Buy	7,862 +513	+7%	+$55.5K	0.02%	897
2013 Q2	$756K	Buy	+7,349	New	+$748K	0.02%	871

Other funds holding SJM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Placemark Investments's SJM Position: Q4 2014 in Review

Placemark Investments reduced its J.M. Smucker (SJM) stake by 3.2% in Q4 2014, selling an estimated $24.7K and leaving 7,300 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #1015.

Placemark Investments first reported a position in SJM in Q2 2013 and has held it in 7 quarters since. The position peaked at $825K in Q3 2013. 618 funds tracked by Wall St. Rank hold SJM as of Q4 2014.

Placemark Investments held 7,300 shares of J.M. Smucker worth $740K as of Q4 2014.
Placemark Investments sold 244 J.M. Smucker shares in Q4 2014, an estimated $24.7K.
J.M. Smucker made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1015 holding.
Placemark Investments first reported a position in J.M. Smucker in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's J.M. Smucker position peaked at $825K in Q3 2013.
618 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.