River Global Investors’s J.M. Smucker SJM Stock Holding History

River Global Investors’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
2016 Q1	–	Sell	-550	Closed	-$67K	–	126
2015 Q4	$67K	Buy	+550	New	+$65.6K	0.05%	78
2015 Q2	$228K	Hold	2,108	–	–	0.29%	56
2015 Q1	$243K	Buy	2,108 +1,627	+338%	+$178K	0.09%	72
2014 Q4	$48K	Buy	+481	New	+$48.7K	0.01%	77

Other funds holding SJM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

River Global Investors's SJM Position: Q1 2016 in Review

River Global Investors sold out of J.M. Smucker (SJM) in Q1 2016, closing a stake of 550 shares — an estimated $67K sold.

River Global Investors first reported a position in SJM in Q4 2014 and held it in 4 quarters. The position peaked at $243K in Q1 2015. 712 funds tracked by Wall St. Rank hold SJM as of Q1 2016.

River Global Investors reported no remaining J.M. Smucker position as of Q1 2016 after selling out during the quarter.
River Global Investors sold 550 J.M. Smucker shares in Q1 2016, an estimated $67K.
River Global Investors first reported a position in J.M. Smucker in Q4 2014 and held it in 4 quarters.
River Global Investors's J.M. Smucker position peaked at $243K in Q1 2015.
712 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2016.

Based on River Global Investors's 13F filing for Q1 2016, filed 8 Apr 2016.