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R&F Capital Advisors’s J.M. Smucker SJM Stock Holding History

R&F Capital Advisors’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
Q1 		$390K Buy
2,972
+194
+7% +$26.4K 0.1% 325
2016
Q4 		$356K Buy
+2,778
New +$360K 0.13% 258

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

R&F Capital Advisors's SJM Position: Q1 2017 in Review

R&F Capital Advisors increased its J.M. Smucker (SJM) stake by 7% in Q1 2017, buying an estimated $26.4K and bringing the position to 2,972 shares worth $390K. The position accounts for 0.1% of the portfolio, ranked #325.

R&F Capital Advisors first reported a position in SJM in Q4 2016 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold SJM as of Q1 2017.

  • R&F Capital Advisors held 2,972 shares of J.M. Smucker worth $390K as of Q1 2017.
  • R&F Capital Advisors bought 194 J.M. Smucker shares in Q1 2017, an estimated $26.4K.
  • J.M. Smucker made up 0.1% of R&F Capital Advisors's portfolio in Q1 2017, its #325 holding.
  • R&F Capital Advisors first reported a position in J.M. Smucker in Q4 2016 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.