Private Capital Management (Minnesota)’s J.M. Smucker SJM Stock Holding History

Private Capital Management (Minnesota)’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
2017 Q3	$522K	Buy	4,975 +725	+17%	+$82.8K	0.59%	71
2017 Q2	$503K	Buy	4,250 +1,000	+31%	+$126K	0.56%	80
2017 Q1	$426K	Sell	3,250 -1,925	-37%	-$262K	0.47%	91
2016 Q4	$663K	Buy	5,175 +3,375	+188%	+$437K	0.74%	40
2016 Q3	$244K	Sell	1,800 -550	-23%	-$80.7K	0.26%	141
2016 Q2	$358K	Sell	2,350 -450	-16%	-$59.9K	0.35%	126
2016 Q1	$364K	Sell	2,800 -850	-23%	-$107K	0.33%	130
2015 Q4	$450K	Buy	+3,650	New	+$435K	0.41%	111

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Management (Minnesota)'s SJM Position: Q3 2017 in Review

Private Capital Management (Minnesota) increased its J.M. Smucker (SJM) stake by 17% in Q3 2017, buying an estimated $82.8K and bringing the position to 4,975 shares worth $522K. The position accounts for 0.59% of the portfolio, ranked #71.

Private Capital Management (Minnesota) first reported a position in SJM in Q4 2015 and has held it in 8 quarters since. The position peaked at $663K in Q4 2016. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

Private Capital Management (Minnesota) held 4,975 shares of J.M. Smucker worth $522K as of Q3 2017.
Private Capital Management (Minnesota) bought 725 J.M. Smucker shares in Q3 2017, an estimated $82.8K.
J.M. Smucker made up 0.59% of Private Capital Management (Minnesota)'s portfolio in Q3 2017, its #71 holding.
Private Capital Management (Minnesota) first reported a position in J.M. Smucker in Q4 2015 and has held it in 8 quarters since.
Private Capital Management (Minnesota)'s J.M. Smucker position peaked at $663K in Q4 2016.
738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Private Capital Management (Minnesota)'s 13F filing for Q3 2017, filed 26 Oct 2017.