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Regal Investment Advisors’s J.M. Smucker SJM Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-135
Closed -$15K – 778
2015
Q3 		$15K Buy
135
+85
+170% +$9.48K ﹤0.01% 619
2015
Q2 		$5K Hold
50
– – ﹤0.01% 751
2015
Q1 		$6K Sell
50
-145
-74% -$15.9K ﹤0.01% 787
2014
Q4 		$20K Buy
195
+20
+11% +$2.03K 0.01% 532
2014
Q3 		$17K Hold
175
– – 0.01% 590
2014
Q2 		$19K Hold
175
– – 0.01% 560
2014
Q1 		$17K Buy
175
+10
+6% +$972 0.01% 550
2013
Q4 		$17K Sell
165
-198
-55% -$21K 0.01% 495
2013
Q3 		$38K Buy
363
+80
+28% +$8.66K 0.02% 342
2013
Q2 		$29K Buy
+283
New +$28.8K 0.02% 379

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Regal Investment Advisors's SJM Position: Q4 2015 in Review

Regal Investment Advisors sold out of J.M. Smucker (SJM) in Q4 2015, closing a stake of 135 shares — an estimated $15K sold.

Regal Investment Advisors first reported a position in SJM in Q2 2013 and held it in 10 quarters. The position peaked at $38K in Q3 2013. 707 funds tracked by Wall St. Rank hold SJM as of Q4 2015.

  • Regal Investment Advisors reported no remaining J.M. Smucker position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 135 J.M. Smucker shares in Q4 2015, an estimated $15K.
  • Regal Investment Advisors first reported a position in J.M. Smucker in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's J.M. Smucker position peaked at $38K in Q3 2013.
  • 707 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.