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Polaris Wealth Advisory Group’s J.M. Smucker SJM Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-68
Closed -$7K – 398
2018
Q3 		$7K Buy
+68
New +$7.43K ﹤0.01% 433
2018
Q2 		– Sell
-68
Closed -$8K – 398
2018
Q1 		$8K Buy
+68
New +$8.49K ﹤0.01% 375
2014
Q2 		– Sell
-2
Closed – – 127
2014
Q1 		$0 Hold
2
– – ﹤0.01% 196
2013
Q4 		$0 Hold
2
– – ﹤0.01% 194
2013
Q3 		$210 Hold
2
– – ﹤0.01% 138
2013
Q2 		$206 Buy
+2
New +$204 ﹤0.01% 147

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's SJM Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 68 shares — an estimated $7K sold.

Polaris Wealth Advisory Group first reported a position in SJM in Q2 2013 and held it in 6 quarters. The position peaked at $8K in Q1 2018. 756 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 68 J.M. Smucker shares in Q4 2018, an estimated $7K.
  • Polaris Wealth Advisory Group first reported a position in J.M. Smucker in Q2 2013 and held it in 6 quarters.
  • Polaris Wealth Advisory Group's J.M. Smucker position peaked at $8K in Q1 2018.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.