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River Wealth Advisors’s J.M. Smucker SJM Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-104
Closed -$10K – 428
2018
Q4 		$10K Hold
104
– – ﹤0.01% 420
2018
Q3 		$11K Sell
104
-49
-32% -$5.35K ﹤0.01% 440
2018
Q2 		$16K Buy
+153
New +$17.2K 0.01% 396

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

River Wealth Advisors's SJM Position: Q1 2019 in Review

River Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 104 shares — an estimated $10K sold.

River Wealth Advisors first reported a position in SJM in Q2 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • River Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 104 J.M. Smucker shares in Q1 2019, an estimated $10K.
  • River Wealth Advisors first reported a position in J.M. Smucker in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's J.M. Smucker position peaked at $16K in Q2 2018.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.