RIA
SJM icon

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 $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 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 $757B AUM 28.64% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return